We provide comprehensive financial planning and investment management. Our fees reflect that.
We charge new clients an annual financial planning fee of $7,500. We separately charge a fee of 0.25% on assets we manage. For example, a client with $2 million under management would pay an annual fee of $7,500 + $5,000 = $12,500.
To encourage younger clients to start planning for their financial future, we offer a lower planning fee to young professionals. The annual planning fee is $2,500 and increases over 5 years to $7,500. They also pay 0.25% on assets under management. We call this our Frontier Wealth Program.
All clients pay quarterly, in arrears.