Frontier Asset Management Review


Trust Score 98%
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Frontier Asset Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 5 advisors. Frontier Asset Management manages $3.2 billion and provides investment advisory services for 6,581 clients (1:1317 advisor/client ratio).

Frontier Asset Management requires a $100,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 1317 clients (industry average 1:50)

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $3.2 billion
Average Account AUM $479,871
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $100,000
Minimum Annual Fee $1,000
Advisor / Client Ratio 1:1317
Headquarters Sheridan, WY
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $500,000 1.00%
$500,001 to $1,000,000 0.80%
$1,000,001 to $2,000,000 0.60%
$2,000,001+ 0.50%


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