Frontier Wealth Management

Wealth Management Firm in Katy, TX

Firm Info
Address: 1844 Snake River Rd, Katy, TX 77449, USA
Phone: (281) 206-7464

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 registered investment advisory firm that provides investment advice only. It has been in business since 2007 and is headquartered in Kansas City, MO. The firm operates under a fee-only arrangement, which means that it is compensated through a flat or percentage-based fee rather than through commissions or other incentives. Frontier Wealth Management, LLC offers a range of services designed to help individuals and small businesses manage their investments. These services include financial planning, portfolio management, and pension consulting services. The firm is also capable of managing pooled investment vehicles and providing portfolio management services for businesses or institutional clients. Through its selection of other advisors, Frontier Wealth Management, LLC is able to offer clients access to a broader range of investment opportunities. This approach allows the firm to tailor its services to meet the specific needs of individual clients while ensuring that they have access to the best possible investment advice and options.

FRONTIER WEALTH MANAGEMENT, LLC is a comprehensive financial advisory firm that caters to a diverse range of clientele. Their services are tailored to meet the financial needs of individuals, as well as high net worth individuals, who require personalized support to achieve their financial goals. In addition to this, Frontier Wealth Management also serves pooled investment vehicles, pension or profit sharing plans, charitable organizations, and other corporation types not listed. With their extensive experience and knowledge in the field, the firm is well-equipped to provide top-notch financial advice across the board. When it comes to fee structures, FRONTIER WEALTH MANAGEMENT, LLC provides a range of options depending on the service provided. Clients can choose to go with a percentage of assets under management (AUM), an hourly rate, fixed fees, or performance-based fees. Each option has its own unique advantages and is designed to cater to specific needs. For individuals with a smaller portfolio, a fixed fee might be the most suitable option. However, for high net worth individuals who are looking for greater returns and more complex financial planning needs, a percentage of AUM or performance-based fee structure may be more appropriate. Whatever the requirements may be, Frontier Wealth Management has a solution that is tailored to individual needs.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in Frontier Wealth Management, LLC's Part 2 Brochure, the firm does not require a minimum initial account value. However, their Funds do have varying minimum initial investment requirements, which typically start at $100,000 or more depending on the Fund. Therefore, investors interested in the Funds should refer to the respective Fund's CPPM for more information on investor suitability and minimum investment requirements.

How This Office Can Help Katy, TX Residents

Frontier Wealth Management provides comprehensive financial planning services to clients in Katy, TX, helping them to navigate complex financial situations. For example, many residents of Katy are high-income earners and may experience a higher level of tax burden compared to individuals in other parts of the country. Frontier Wealth Management can help clients devise tax-efficient strategies to minimize their tax liability while still meeting their financial goals. Additionally, many clients in Katy are nearing retirement and may be concerned about how to adequately fund their retirement lifestyle. Frontier Wealth Management can develop a customized retirement plan that takes into account a client's unique financial situation and goals. This may include strategies to maximize Social Security benefits, manage distributions from retirement accounts, and invest in assets that provide income throughout retirement. By providing comprehensive financial planning services, Frontier Wealth Management helps clients in Katy, TX achieve their financial objectives and live a comfortable, financially secure life.

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 1844 Snake River Rd, Katy, TX 77449, USA
Phone (281) 206-7464
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

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.