Frontier Wealth Management

Wealth Management Firm in Castle Rock, CO

Firm Info
Address: 10375 Park Meadows Dr #500, Lone Tree, CO 80124, USA
Phone: (303) 770-0154

Firm Size
Assets Under Management: $4.1 billion
# of Advisors: 25
# of Clients: 6,381
Client to Advisor Ratio: 255:1
Average Account Size: $642,900
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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Frontier Wealth Management, LLC Overview

Frontier Wealth Management, LLC is a fee-only registered investment advisory firm based in Kansas City, MO. The firm has been in business since 2007 and specializes in providing investment advice to individuals, small businesses, and institutional clients. Their fee-only arrangement ensures that the firm is completely transparent and puts their clients' interests first. Frontier Wealth Management offers a range of services, including financial planning, portfolio management, and pension consulting services. Through their portfolio management services, the firm is able to manage pooled investment vehicles and maintain portfolios for businesses or institutional clients. Additionally, they offer selection services for other advisors. The firm’s primary focus is on investment advice, which means they do not sell products or receive commissions. Instead, they provide unbiased and objective advice tailored to each client's unique needs and goals. With years of experience and a customer-centric approach, Frontier Wealth Management is a reliable choice for those in need of personalized investment services.

Frontier Wealth Management, LLC is an investment firm that serves a diverse set of clients. The firm specializes in assisting individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, and other corporation types not listed. With years of experience in managing and growing clients' portfolios, Frontier Wealth Management caters to the financial planning needs of a broad range of clients. When it comes to fees, Frontier Wealth Management offers multiple fee structures depending on the level of service required by the client. The firm provides percentage of assets under management (AUM) structure which charges a percentage of the total value of the client's portfolio. Additionally, the firm offers hourly rates, which charge for specific services and can involve consultations, analysis, and execution fees. Frontier Wealth Management, LLC also provides fixed fees which are applied to specific transactions, usually covering a particular investment strategy or specific service. Lastly, performance-based fees are offered by the firm, which is an additional fee that is charged if the investment portfolio meets or exceeds the pre-determined returns. Overall, Frontier Wealth Management, LLC offers a wide range of fee structures to cater to the financial planning needs of its diverse clientele.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Frontier Wealth Management, LLC's Part 2 Brochure, the firm does not require a minimum initial account value. However, the Funds managed by the firm typically require a minimum initial investment of $100,000 or more, depending on the Fund. Further information about investor suitability can be found in the respective Fund's CPPM.

How This Office Can Help Castle Rock, CO Residents

Agent- American National assists clients in Kootenai County, ID, by providing personalized financial solutions to help them meet their goals and manage their assets. The company's team of financial advisors works closely with clients to understand their unique needs and tailor their services to provide solutions that will help them achieve financial security and success. For someone living in Kootenai County, ID, some of the most common financial situations they may be facing include high living costs, student loan debts, medical bills, and credit card debts. Agent- American National offers a range of services to help clients navigate these challenges, from debt consolidation to retirement planning, to tax and estate planning. They aim to provide their clients with the resources and guidance they need to achieve their financial goals and build long-term wealth.

To view the Minimum Investment and Fee Schedule for Frontier Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Frontier Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Frontier Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 10375 Park Meadows Dr #500, Lone Tree, CO 80124, USA
Phone (303) 770-0154
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 4435 MAIN STREET, STE 650, KANSAS CITY, MO 64111, United States

This firm has no other locations.


Disciplinary History

Frontier Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.