About Our Wealth Management Business
Building relationships and enriching lives
Our life-centered approach provides our clients with a roadmap to living their best life possible. The Frontier family is a team of highly credentialed professionals who are dedicated to providing our clients investment and planning solutions.
At Frontier, our commitment goes beyond managing your wealth; we are dedicated to building lasting relationships based on trust, transparency, and personalized services. Discover a partnership where your financial goals become our mission, and your prosperity is our priority.
Our Team
Our dedicated and diverse team members are the driving force behind our success. With talented individuals from various backgrounds, cultures, and knowledge, we come together with a shared passion and commitment to excellence. Each member of our team brings fresh perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork, professionalism, and a relentless pursuit of evolution, ensuring that we deliver quality advice to our clients. Get to know the faces behind our firm and discover the talent and dedication that power our firm forward.
Our Services
At Frontier, we understand that managing wealth is not just about numbers; it’s about realizing dreams, securing the future, and helping to alleviate concerns. With our comprehensive range of services, we are dedicated to helping you navigate the complexities of wealth management with confidence and ease.
We offer professional management services tailored to your risk tolerance, investment goals, and time horizon. Our team of professionals diligently monitors market trends, assesses potential risks, and identifies opportunities to help optimize your investment portfolio. By diversifying your investments and adapting to market changes, we aim to increase your returns while managing risk effectively.
Our experienced financial advisors work closely with you to create a personalized plan aimed at reaching your definition of financial success. We analyze your current financial situation, understand your goals, and develop a customized roadmap that aligns with your aspirations. Whether you’re planning for retirement, saving for your child or grandchild’s education, or aiming for other milestones, we provide strategic guidance to help you achieve your objectives.
Estate planning involves making important decisions about how your assets will be managed, distributed, and protected during your lifetime and after you pass away. Our professionals assist in developing a comprehensive plan to help safeguard your assets and minimize estate taxes. We guide you through the process of creating wills, trusts, and other essential documents, ensuring your legacy is protected and your loved ones are provided for.
We can help you plan a charitable legacy that provides support for your cherished causes to help ensure their success even after your death. Frontier can introduce you to solutions to establish a tax-efficient legacy of giving through private or community foundations, charitable remainder trusts, donor-advised funds, and gift annuities.
Our Fees
Transparency is our policy when it comes to fees. Frontier is compensated by an annual fee (paid quarterly in advance) based on the asset value of the account.
Balanced Investment Management and Concentrated Position Management
Assets Under Management - (% of assets)
$500,000 - $999,999 - (1.00% of assets)
$1,000,000 - $4,999,999 - (0.85% of assets)
$5,000,000+ - (0.75% of assets)
Fixed Income Management
Assets Under Management - (% of assets)
$500,000 - $4,999,999 - (0.60% of assets)
$5,000,000 - (+0.50% of assets)
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
This firm is not a CPA firm.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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