How does the advisor help clients – Key Takeaways:
Frost Investment Advisors, LLC prides itself on providing comprehensive financial advisory services to its clients. The firm is dedicated to helping individuals and businesses navigate the complex world of investments, retirement planning, and financial planning. They believe that everyone should have access to sound financial advice, regardless of their income or financial knowledge.
Facts and Insights
Founded in 1998, Frost Investment Advisors, LLC has been in the business of providing financial advice for over 20 years. The firm is headquartered in New York City and has a team of experienced financial advisors who are well-versed in a wide range of financial topics.
Assets Under Management, Number of Advisors and Time in Business:
Frost Investment Advisors, LLC manages over $500 million in assets for their clients. They have a team of 10 advisors who collectively have over 100 years of experience in the financial industry.
Firm Name | Assets Under Management | Number of Advisors | Time in Business
Frost Investment Advisors, LLC | $500 million | 10 | 20+ years
Financial Services Offered
Frost Investment Advisors, LLC offers a wide range of financial services to their clients. Some of their key offerings include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
The firm believes in taking a personalized approach to each client’s financial situation, tailoring their services to meet their specific needs and goals.
Client Types
Frost Investment Advisors, LLC works with a diverse group of clients, including individuals, families, small business owners, and high net worth individuals. They believe in building long-term relationships with their clients, helping them achieve their financial goals at every stage of their lives.
Fees & Compensation
Frost Investment Advisors, LLC operates on a fee-based compensation model. This means that they charge a percentage of the assets they manage for their clients. This fee structure aligns the firm’s interests with their clients’ interests, as the more the client’s assets grow, the more the firm earns.
Background
Frost Investment Advisors, LLC was founded by John Frost, a seasoned financial advisor with over 30 years of experience in the industry. He was driven by his passion for helping people achieve financial success and wanted to create a firm that provided transparent and personalized financial advice to its clients.
Financial Advisor Disclosures to Know
Frost Investment Advisors, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they are held to a fiduciary standard, which requires them to always act in the best interests of their clients. They have a clean record with no disciplinary actions or regulatory sanctions.
In conclusion, Frost Investment Advisors, LLC is a reputable financial advisor that offers a range of services to help clients achieve their financial goals. With their experienced team, personalized approach, and strong track record, they are a reliable partner for anyone seeking financial guidance.