Frontier Wealth Management offers personal financial planning, consulting, and continuous investment management services to individuals, trusts, estates, retirement plans, and business entities. Frontier Wealth Management builds customized portfolios using asset allocation principles and Modern Portfolio Theory, providing ongoing quarterly reviews and rebalancing. Depending on client needs, advice may cover publicly traded securities, real estate, private equity, venture capital, and structured products. Frontier Wealth Management also offers comprehensive financial planning covering balance sheet analysis, tax planning, cash flow, estate planning, insurance, retirement, debt management, and education funding. Services can be provided on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% depending on the size of the account, portfolio complexity, and extent of activity, and are negotiated between the client and Frontier Wealth Management.