Build your legacy.

How We Work

Frontier, founded in 1994, is an investment adviser headquartered in Dallas, with offices in nine cities across the US.

As an independent minded advisor firm, we are not tied to any particular fund families or investment products. This inherently reduces potential conflicts of interest when advising clients. We also are fiduciaries, and thus are held to a high standard of care – and are always required to act in the best interests of our clients.

"Frontier’s culture encourages initiative among employees and allows the diverse talent to spread their wings to continually improve the services and experiences for our clients."


Our Clients

We offer our clients a robust selection of investment management solutions.

Our Fees

Transparency is our policy when it comes to our 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)

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Legal & Privacy

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.
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