FP
CFA
FP
CFA

Frank Lloyd Pape

19 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
3,525 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.30%
$1.0M - $5.0M0.25%
$5M+0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 East Loucks Street, Suite 201, Sheridan, WY, 82801

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Frontier Asset Management, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Russell Investments Implementation Services, LLCBroker
July 2019 - March 2022 · 2 yrs 8 mos
Russell Investments
July 2007 - March 2022 · 14 yrs 8 mos
Russell Investments Financial Services, LLCBroker
September 2005 - March 2022 · 16 yrs 6 mos
State Registrations1 state
WY
Advisor
Exams
No exam information available for this advisor.