Assets Under Management
$3.0B
Number of Clients
3,179
Number of Advisors
178
Average Client AUM
$936K
AUM per Advisor
$16.7M
Compensation
Fee-Only (AUM)
Frost Investment Services offers personalized investment advisory services, including portfolio management with various strategies (capital appreciation, growth, fixed-income). They utilize asset allocation models from Frost Investment Advisors. They offer Fund Strategist Portfolio Program, Optimum Asset Allocation Strategy, Advisor Model Management, and Unified Managed Accounts Program. Financial planning is included in the advisory fee.
111 West Houston Street, San Antonio, TX, 78205