Frontier Asset Management helps clients build, manage, and preserve their wealth by providing investment advisory services. Frontier manages accounts on a discretionary and non-discretionary basis, primarily using mutual funds and exchange-traded funds. Frontier also offers tax management services, consulting services, sub-advisor services, and retirement plan services. Frontier provides model investment strategies to investment advisory firms through a third-party portfolio platform.
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% |
These fees are for standard investment strategies. Active ETF Strategies have a different fee schedule: First $500,000: 0.25%, Over $500,000 up to $1,000,000: 0.15%, Over $1,000,000 up to $5,000,000: 0.125%, Above $5,000,000: 0.10%. The maximum annual advisory fee a joint advisor may charge is 1.50%. The maximum combined fee for clients cannot exceed 2%.