Frontier Financial Planning (FFP) provides financial planning and investment advice to individuals and high-net-worth individuals. FFP offers three main services: Comprehensive Wealth Management, Baseline Financial Planning, and Investment Management. FFP may recommend third-party professionals, but clients are not obligated to use them. FFP is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$15M
Clients23
Advisors1
Avg. per Client$650K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$350
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.05% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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