Frontsight Wealth Advisors (FWA) provides investment management based on individual client goals and risk tolerance. FWA creates an Investment Policy Statement for each client. FWA also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. FWA primarily recommends ETFs, mutual funds, and stocks, but may use other securities to diversify portfolios.
Assets Under Management$28M
Clients52
Advisors1
Avg. per Client$540K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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