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Frontier Financial Planning & Capital Management, INC.

Fee-Only (% of Portfolio)Fixed/Hourly
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Frontier Financial Planning & Capital Management offers investment advisory services through managed accounts, as well as comprehensive and modular financial planning. Peter Passalacqua, the firm's founder and CEO, has over 26 years of experience. Frontier manages investments on a discretionary basis and provides financial plans covering various aspects like estate, Medicaid, tax, and retirement analysis.

Assets Under Management$36M
Clients124
Advisors1
Avg. per Client$290K
Avg. per Advisor$36M
www.frontierplanning.com ·www.linkedin.com/feed 

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Frontier Financial Planning & Capital Management charges a fee based on the value of your managed account. The fee starts at 1.00% and may increase up to 2.00% or be reduced below 1.00%, depending on the size of the account.

  • $0 to $2,000,000: 1.00% - 2.00%
  • $2,000,000 to $4,000,000: 0.75% - 1.00%
  • $4,000,000+: 0.50% - 0.70%

The annual rate is fixed when you open an account. Fees are billed quarterly in advance. The fee schedule is negotiable within the ranges.

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Location

1 Advisors at this firm

PP
CFP
Pietro Passalacqua
Frontier Financial Planning & Capital Management, INC. | TrueAdvisor