Frost Investment Partners provides investment management services, both with and without the authority to make trades without asking first. As part of the service, clients may receive a financial plan covering investments, taxes, retirement, and other areas. Frost Investment Partners creates investment strategies tailored to each client's goals and objectives. Clients can restrict investments in certain securities.
Assets Under Management$8.7M
Clients7
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1M+ | 0.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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