Frontenac Partners, LLC offers investment management services to high net worth individuals, focusing on balanced accounts across stocks, bonds, cash, and commodities. The firm works with clients to establish individualized investment guidelines based on their goals and risk tolerance. Frontenac Partners manages client accounts on a discretionary basis and does not offer wrap fee programs.
Assets Under Management$33M
Clients16
Advisors1
Avg. per Client$2M
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10 million. A minimum fee of $10,000 per client relationship is applicable where the asset-based fee would be less than the minimum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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