Frontier Asset Management provides fee-based investment advisory services, managing portfolios for individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. Working primarily in partnership with independent financial advisors, Frontier Asset Management builds diversified, risk-managed portfolios using mutual funds, exchange-traded funds, and exchange-traded notes. The firm offers several strategy types, including core multi-asset models, tax-managed portfolios, faith-based portfolios using socially responsible screens, active exchange-traded fund strategies, and custom portfolios through its Frontier Blueprint service. Frontier Asset Management focuses on asset allocation, quantitative manager selection, and ongoing portfolio monitoring. While the firm primarily serves clients through joint advisory relationships with third-party financial advisors, it also acts as a model provider and sub-advisor to other advisory firms. The firm manages assets on both discretionary and non-discretionary bases.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.30% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Rates shown are for standard investment strategies. Active exchange-traded fund strategies have a lower fee schedule ranging from 0.10% to 0.25%. Joint financial advisors may charge an additional fee up to 1.50%, with a combined fee cap of 2% for standard strategies. Fees are negotiable.