Frontier Wealth Management

Wealth Management Firm in Tomball, TX

Firm Info
Address: 8146 Spring Cypress Rd, Spring, TX 77379, USA
Phone: (844) 684-3417

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 Tomball, TX Residents

Frontier Wealth Management is dedicated to providing personalized financial services to clients in Tomball, TX. The team of experienced financial advisors offers a full range of services, including retirement planning, investment management, estate planning, and tax planning. Frontier's approach is to build long-term relationships with clients, getting to know their unique financial situations and goals to create customized strategies that meet their needs. Someone living in Tomball, TX, may face a variety of financial situations, such as preparing for retirement, saving for a child's college education, managing debt, or planning for an unexpected life event. The expert advisors at Frontier Wealth Management understand the challenges that people face in Tomball and offer tailored solutions to help clients achieve their financial objectives. Whether someone needs assistance with managing investments, navigating tax laws, or creating a retirement income plan, Frontier Wealth Management is always available to provide expert guidance and support.

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 8146 Spring Cypress Rd, Spring, TX 77379, USA
Phone (844) 684-3417
Directions
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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.