Advisor at Frost Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Provincetown, MA
Credentials
CFA®, Series 63, Series 65
Industry experience
3 years
George Frost is a CFA charterholder and principal of Frost Investment Partners, LLC, an independent firm based in Provincetown, MA. He has three years of industry experience and returned to advisory practice after a 25-year retirement. Frost Investment Partners provides discretionary and non-discretionary asset management and comprehensive financial planning services to individual and high-net-worth clients. The firm offers tailored investment programs using fundamental analysis and a range of strategies, including trading, fixed income, ETFs, and option writing, with a selective client base and concentrated assets per account.
Based on Frost Investment Partners, LLC
$0 - $1,000,000: 0.7% annually Over $1,000,000+: 0.5% annually
Account minimum: $500,000 (may be lowered or waived in certain instances)
Provincetown, MA
Maine · Massachusetts
Frost Investment Partners, LLC
2022 - Present (4 years)
RETIRED
2001 - Present (25 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Wellfleet, MA
Long Point Wealth Management, LLC
Mark Schiffenhaus is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Long Point Wealth Management, LLC. His prior roles include positions at Cantella & Co., Inc. and Detwiler Fenton Investment Management LLC. He is also involved in managing family LLCs. Long Point Wealth Management provides discretionary wealth management and financial planning services to individuals, trusts, and estates, managing approximately $39.9 million for 36 clients. The firm employs a long-term, diversified portfolio approach incorporating ETFs, mutual funds, individual equities, and a systematic managed-futures sleeve, with an uncommon emphasis on the explicit use of derivatives for low-correlation exposure and crisis protection.
Series 65
Truro, MA
Pamet Advisors LLC
Eric Bingham is a financial advisor at Pamet Advisors LLC in Truro, MA, holding a Series 65 designation with 10 years of industry experience. He has been with Pamet Advisors since 2016. Pamet Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and estates, utilizing a bottoms-up, value-oriented investment approach that combines fundamental and technical analysis with an emphasis on dividend growth and risk management. The firm manages approximately $43.5 million in discretionary client assets, focusing on a higher asset-per-client concentration and operates on a fee-only basis.
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