Frontier Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$78,692,227
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
28
68% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
HighAverage account size
$2,810,437
About
Frontier Advisors, LLC is a privately held, state-registered investment advisory firm that provides fee-only, discretionary asset management to individuals and small institutional clients, including charitable organizations, foundations, and an employer-sponsored retirement plan. The firm also offers fiduciary investment advisor services to 401(k) plans on a consulting basis while not providing plan administrative implementation.
The firm’s investment approach emphasizes globally diversified, strategic asset allocation informed by macroeconomic, demographic, and political-economy research, implemented primarily through liquid index funds and ETFs with low turnover. Frontier avoids leverage and short-selling, integrates tax-aware aggregation across client relationships, and conducts quarterly formal reviews alongside ongoing monitoring for risk and rebalancing opportunities.
Frontier’s client mix is atypical for a small independent adviser, notably including charitable organizations and at least one pension/profit-sharing plan in addition to individual clients. The firm’s principal holds the CFA designation and has prior academic and institutional portfolio management experience, and the firm operates on the Schwab Institutional custody platform with fees withdrawn directly from client accounts (constructive custody).
Client services
Portfolio management
Expertise
Passive / index investing
Occupation focus
Retired
Fee options
$0 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.25% annually $10,000,001+: 0.10% annually
Account minimum: $1,000,000 Minimum fee: $5,000 minimum annual fee per client relationship, waivable at firm's discretion Fee-only: Fee-only basis, no commissions or sales compensation
Main office location
Frontier Advisors, LLC
Telluride CO, United States
Number of offices
1
Most active in
Frontier Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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