Wesley Beavers is a registered investment advisor at Frontier Asset Management, LLC, based in Sheridan, WY, with 1 years of industry experience. Wesley 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
Harfst and Associates, INC.
State Registrations1 state
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