Frost Financial Advisory Group provides ongoing portfolio management services to individuals, high net worth individuals, trusts, small businesses, and estates. Frost Financial Advisory Group creates customized investment strategies based on each client's individual goals, time horizon, objectives, and risk tolerance using modern portfolio theory and asset allocation. In addition to managing investments, the founder is a licensed insurance agent and may offer insurance products for a separate commission. Frost Financial Advisory Group requires clients to keep their assets at Charles Schwab & Co.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are billed quarterly in advance and are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...