Frontier Financial Partners, LLC

RIASEC Registered

Total AUM

$47.7M

Discretionary

$45M

94% of AUM

Avg account

$154K

Accounts

309

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 136465
Website: www.frontierfp.net
Custodians: CHARLES SCHWAB & CO., INC., EQUITY TRUST ADVISORS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI56.69%
Individuals32.99%
Pension & Profit Sharing Plans5.68%
Corporations / Businesses4.64%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Frontier Financial Partners, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Frontier also conducts insurance brokerage activity alongside its advisory work. The firm uses a range of fee arrangements — percentage of AUM, hourly and fixed fees, plus other fee structures — indicating flexibility in billing depending on client needs. It is not identified as an active ESG investor.