Frontier Financial Partners offers personalized financial planning and investment management. Advice covers financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Frontier Financial Partners is a fee-based firm and does not sell commissioned products. Clients make the final investment decisions, and Frontier Financial Partners does not act as a custodian of client assets.
Assets Under Management$45M
Clients255
Advisors4
Avg. per Client$180K
Avg. per Advisor$11M
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Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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