Frontline Wealth Management is a fee-only registered investment advisor based in Texas. Frontline Wealth Management offers continuous investment management services, building personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities, often utilizing independent third-party managers. In addition to managing investments, Frontline Wealth Management provides both ongoing and project-based financial planning. Financial planning covers a broad range of topics including cash flow and debt management, college savings, employee benefits, estate planning, retirement planning, risk management, and tax planning strategies. Frontline Wealth Management tailors its services to the specific goals and risk tolerance of each client and does not have a minimum account size requirement.
Fee Structure
Frontline Wealth Management charges an annual fee based on a percentage of the value of your portfolio. The fee is calculated and paid quarterly. The rate drops as your investments increase:
- First $500,000 — 1.00% per year
- $500,001 to $2,000,000 — 0.90% per year
- $2,000,001 to $10,000,000 — 0.75% per year
- Over $10,000,000 — 0.50% per year
There is no minimum account size requirement to open or maintain an account.