Frontier Advisors manages investment portfolios for individuals, small businesses, and charities. Frontier focuses on globally diversified portfolios and considers each client's unique needs, such as tax situation, investment timeline, and risk tolerance. Frontier may also act as a fiduciary investment advisor to 401(k) plans, deciding investment options, reviewing fees, and providing investment education.
Assets Under Management$75M
Clients27
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Minimum annual fee of $5,000 (not to exceed 1% of assets). No fees on employee accounts or accounts of immediate relatives of the firm’s principals.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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