How does the advisor help clients – Key Takeaways:
- Frontier Asset Management, LLC is a financial firm that provides expert investment management services to its clients.
- The firm strives to help clients achieve their financial goals by creating personalized investment strategies and actively managing their portfolios.
- Frontier Asset Management, LLC prides itself on its integrity, transparency, and comprehensive approach to financial planning.
- The firm works with a variety of client types, including individuals, families, and institutions, and offers a range of financial services to meet their diverse needs.
Facts and Insights
Frontier Asset Management, LLC is a registered investment advisor (RIA) with over 20 years of experience in providing high-quality financial services. The firm is based in Denver, Colorado and serves clients nationwide.
As a fiduciary, Frontier Asset Management, LLC always puts its clients’ best interests first. The firm prides itself on conducting thorough research and analysis to develop customized investment strategies for each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 9 | Over 20 years |
As of December 31, 2020
Financial Services Offered
Frontier Asset Management, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax-efficient investing, and risk management.
The firm’s investment strategies are designed to provide diversification and long-term growth opportunities while managing risk. They also offer personalized retirement planning services to help clients prepare for a secure and comfortable retirement.
Client Types
Frontier Asset Management, LLC serves a diverse range of clients, including individuals, families, and institutions. Their experienced advisors have the expertise to work with clients of all backgrounds and financial situations.
The firm also works with businesses, non-profit organizations, and pension plans, providing tailored services to meet their unique needs and goals.
Fees & Compensation
Frontier Asset Management, LLC is a fee-only firm, which means they are compensated solely by their clients and do not receive commissions or compensation from third parties. This fee structure ensures that their advisors are always acting in their clients’ best interests without any conflicts of interest.
The firm’s fees are based on a percentage of assets under management, and there are no hidden fees or commissions. They also offer fee-based financial planning services for a fixed or hourly fee, depending on the complexity of the services needed.
Background
Frontier Asset Management, LLC was founded in 1999 by a team of experienced investment advisors who wanted to provide independent, unbiased financial advice to their clients. The firm has since grown, but their commitment to providing personalized, high-quality services remains unchanged.
The firm is led by experienced and knowledgeable advisors who have all earned various industry certifications, including Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP).
Financial Advisor Disclosures to Know
Frontier Asset Management, LLC has a clean disciplinary record and has not received any disciplinary action from regulatory authorities. There are no legal or civil proceedings or bankruptcy filings against the firm or its employees.
The firm believes in transparency and always discloses any potential conflicts of interest to its clients. They also have a strict code of ethics that all employees must adhere to.