Frontstage Financial provides customized wealth management services to individuals and high-net-worth clients. Frontstage Financial creates investment portfolios using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's risk tolerance and long-term goals. Frontstage Financial also offers comprehensive financial planning covering retirement, personal savings, education funding, and insurance needs. Frontstage Financial may recommend independent managers to manage a portion of client assets when appropriate. Clients can place reasonable restrictions on the types of investments held in their accounts. Frontstage Financial acts as a registered investment advisor and a federally recognized retirement advisor when advising on retirement accounts, committed to putting client interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 1.00% to 1.50% depending on complexity, asset size, and overall relationship. Fees are negotiable.