Frontier Wealth Management provides financial planning and investment management services to individuals, pension plans, trusts, estates, charities, businesses, and corporations. Frontier offers both discretionary and non-discretionary investment management services. Financial planning services include balance sheet development, tax planning, estate planning, insurance planning, and retirement planning. Frontier may recommend investments in private investment vehicles.
Fee Structure
Frontier Wealth Management offers investment management services for a fee based on a percentage of the value of your portfolio. The fees range from 0.25% to 1.50% annually, and the specific fee is negotiated between you and Frontier. This fee does not include fees charged by third-party money managers, mutual funds, or custodians.