Frontline Capital, managed by Ronald Schwartz, provides investment advice based on clients' goals, risk tolerance, and past investment experience. Frontline reviews existing accounts, identifies client needs, monitors portfolios, and provides diversified portfolios. Clients receive quarterly statements and can contact Frontline anytime during business hours.
Assets Under Management$20M
Clients20
Advisors1
Avg. per Client$1M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable relative to the size of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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