SF
CFP
SF
CFP

Steven Fronrath

7 Years of Experience
Troy, MI

Steven Fronrath is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Troy, MI, with 7 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
112 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

HighPoint Advisor Group charges an annual fee based on the value of your portfolio, ranging from 0% to 2.20%. This fee is billed quarterly in advance. If you end your agreement before the quarter is over, you'll receive a prorated refund for the remaining days.

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Location

201 West Big Beaver Road, Suite 1001, Troy, MI, 48084

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Steven has a 33.33% ownership stake in If Walls Could Talk, LLC, a rock cover band, since 2016. He spends about 10-20% of his time on this activity.

Employment History
Current Registrations
Highpoint Planning Partners
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Highpoint Planning Partners
October 2018 - December 2021 · 3 yrs 2 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Steven Fronrath - Financial Advisor | TrueAdvisor