Front Street Wealth Management provides investment management and financial planning services to individuals, families, and trusts. Front Street works with clients to define their financial and investment objectives. They offer wealth management, administrative services, and standalone financial planning. Front Street has the authority to make trades within agreed-upon investment guidelines.
Assets Under Management$81M
Clients68
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.25% |
| $4M+ | 0.15% |
Minimum annualized fee for new wealth management clients is $10,000. Fees may be adjusted based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...