How does the advisor help clients – Key Takeaways:
Frontier Financial Partners, LLC is a trusted financial advisory firm that provides personalized and comprehensive services to help clients achieve their financial goals. While the firm does not explicitly state that it has financial experts, its experience and expertise in the industry speak for itself.
- Helps clients create personalized financial plans based on their specific goals and needs
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning
- Works with a variety of clients, from individuals and families to small businesses and corporations
- Transparent and competitive fee structure to align the firm’s interests with those of its clients
- Discloses all relevant information and potential conflicts of interest in accordance with industry regulations
Facts and Insights
Frontier Financial Partners, LLC is an independent investment advisory firm headquartered in New York City. The firm has been in business since 2005, providing financial services to clients across the United States. Its strong reputation in the industry has earned the firm a spot on the Forbes Top Trusted Wealth Advisors list for four consecutive years.
The firm’s mission is to help clients achieve financial success and stability by providing personalized and objective advice. Its team of advisors has a combined experience of over 50 years in the financial industry, and they bring a diverse set of skills and expertise to the table.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2005 |
|---|---|
| Assets Under Management | $2.4 billion |
| Number of Advisors | 8 |
Financial Services Offered
At Frontier Financial Partners, LLC, clients can expect a comprehensive range of financial services to help them reach their goals. The firm’s team of advisors works closely with each client to create personalized plans that align with their unique needs and objectives. Some of the services offered include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Planning
- Insurance Planning
Client Types
Frontier Financial Partners, LLC serves a diverse client base, including individuals, families, small businesses, and corporations. The firm understands that each client has different financial needs and goals, and they tailor their services accordingly. They have experience working with clients from various industries and backgrounds and have developed a personalized approach to cater to their specific needs.
Fees & Compensation
Frontier Financial Partners, LLC believes in transparency and prides itself on its competitive and fair fee structure. Clients are charged a percentage of assets under management, and the firm’s interests are aligned with those of its clients as they only earn fees if the client’s portfolio grows. The firm does not have any hidden fees, and all charges are disclosed upfront to maintain transparency and trust with its clients.
Background
The team at Frontier Financial Partners, LLC has extensive experience in the financial industry and is dedicated to providing the highest level of service to its clients. Its advisors are highly qualified and hold various professional designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm stays up-to-date with industry trends and continuously improves its services to best meet the ever-changing needs of its clients.
Financial Advisor Disclosures to Know
Frontier Financial Partners, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm must adhere to strict regulations and disclose all relevant information to its clients. Some important disclosures to note include:
- The firm may have relationships with third-party companies whose products or services may be recommended to clients
- The firm may have potential conflicts of interest due to its relationships with certain partners or affiliates
- The firm is obligated to act in the best interests of its clients at all times
Overall, Frontier Financial Partners, LLC is a reliable and trustworthy financial advisor that puts its clients first and provides personalized, objective, and transparent services. Its experienced