New Frontier Advisors, LLC

Fee-Only (% of Portfolio)

New Frontier Advisors is a registered investment advisor based in Boston, Massachusetts, specializing in quantitative, model-based investment portfolios primarily using exchange-traded funds. The firm provides global and domestic multi-asset allocation models, dividend income strategies, and alternative investment solutions designed using advanced statistical optimization. New Frontier serves individual retail investors through three primary channels: third-party Sponsor Firms offering turnkey asset management programs, direct sub-advisory relationships alongside independent financial advisors, and dedicated management for friends and family clients. Additionally, New Frontier offers specialized tax-management services, custom portfolio development, and custom index creation. The firm does not provide standalone financial planning services, focusing instead on institutional-grade portfolio construction, risk management, and algorithmic rebalancing.

Assets Under Management$4B
Clients122
Advisors3
Avg. per Client$33M
Avg. per Advisor$1.3B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees vary by access model. Sponsor Firm models range from 0.10% to 0.35% per annum. Direct models do not exceed 0.45% per annum. Friends and Family accounts do not exceed 0.60% per annum. Custom portfolios do not exceed 0.50% per annum. Optional tax management incurs an additional 0.10% per annum.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

New Frontier Advisors, LLC - Fees, AUM & Advisors | TrueAdvisor