Amanda Sullivan is a registered investment advisor at Frontier Asset Management, LLC, based in Sheridan, WY, with 14 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,525 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.30% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
These fees are for standard investment strategies. Active ETF Strategies have a different fee schedule: First $500,000: 0.25%, Over $500,000 up to $1,000,000: 0.15%, Over $1,000,000 up to $5,000,000: 0.125%, Above $5,000,000: 0.10%. The maximum annual advisory fee a joint advisor may charge is 1.50%. The maximum combined fee for clients cannot exceed 2%.
Fee Estimator
Location
50 East Loucks Street, Suite 201, Sheridan, WY, 82801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Frontier Asset Management, LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Investment Securities,inc.Broker
Jackson National Life Distributors LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.