Frost Investment Services (FIS) offers personalized investment advice and portfolio management. FIS uses asset allocation models from its affiliate, Frost Investment Advisors (FIA), focusing on diversification. FIS offers four programs: Fund Strategist Portfolio Program, Optimum Asset Allocation Strategy, Advisor Model Management, and Unified Managed Accounts Program. FIS also offers financial planning services, including wealth and estate planning, investment and risk management, retirement planning, and tax coordination.
Assets Under Management$3B
Clients3,179
Advisors178
Avg. per Client$940K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Frost Investment Services offers several investment programs with different fee structures:
- Fund Strategist Portfolio Program: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.18% on the first $5,000,000, 0.14% on the next $5,000,000, and 0.10% over $10,000,000.
- Optimum Asset Allocation Strategy: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.18% on the first $5,000,000, 0.14% on the next $5,000,000, and 0.10% over $10,000,000.
- Advisor Model Management: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.20% on the first $5,000,000, 0.17% on the next $5,000,000, and 0.10% over $10,000,000.
- Unified Managed Accounts Program: 1.25% on the first $1,000,000, 1.10% on the next $1,000,000, 1.00% on the next $3,000,000, and 0.85% over $5,000,000. An optional tax and/or impact overlay service is available for an additional fee of 0.10% on the first $10,000,000, 0.08% on the next $15,000,000, and 0.05% over $25,000,000.
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Location
178 Advisors at this firm
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