New Frontier Advisors offers investment advisory services through model portfolios, focusing on domestic and global multi-asset allocation. They use a quantitative approach, applying research and technology to mitigate biases. To access these portfolios, individual investors must work with a financial advisor who can access them through third-party investment advisory firms or directly through select custodians. New Frontier also offers custom model portfolio development services.
Fee Structure
New Frontier Advisors offers investment management through various models. Fees vary depending on the model chosen, account size, and how you access the models:
- Sponsor Firm Model: Fees generally range from 0.10% to 0.35% per year.
- Direct Model: Fees will not exceed 0.45% per year.
- Friends and Family: Fees will not exceed 0.60% per year and are subject to negotiation.
- Custom Portfolios: Fees will not exceed 0.50% per year depending on the customization, tax services, and account size.
These fees do not include financial planning services or additional fees charged by your financial advisor, custodian, or broker.