Matthew Frost is a CFP-designated registered investment advisor at Quotient Wealth Partners, LLC, based in San Antonio, TX, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 2,251 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable based on factors such as account size, anticipated future assets, and composition.
Fee Estimator
Location
2806 W Bitters Rd, Suite 111, San Antonio, TX, 78248
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Quotient Wealth Partners, LLC
Previous Registrations
Astoria Strategic Wealth, INC.
State Registrations1 state
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
More Advisors
- January Smith, CFPJanus Financial Planning, LLC
- Claude Koontz, CFASequoia Financial Group, L.L.C.
- Jeffrey Dabbs, CFAKercheville Advisors LLC
- Douglas Schroeder, CFPWells Fargo Advisors
- Daniel Fuentes, CFP, ChFCUSAA Investment Services Company
- Lance Humphrey, CFAVictory Capital Management INC.