Advisor at Rational Frontier Advisors, 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
Nashua, NH
Credentials
Series 65
Industry experience
17 years
James Kieffer is the sole advisor at Rational Frontier Advisors, LLC in Nashua, NH. He holds a Series 65 designation and has 17 years of industry experience. He has been with Rational Frontier Advisors since 2008 and has also been associated with Proforma Financial Group, Inc. since 1981. Rational Frontier Advisors provides investment supervisory services and portfolio management primarily for high-net-worth individuals and retirement plan accounts. The firm emphasizes asset-class allocation, risk-adjusted benchmarking, and portfolio construction using mean-variance optimization, incorporating options-writing strategies as part of its investment approach.
Based on Rational Frontier Advisors, LLC
$1 - $50,000: 1.00% on differential for stocks and fixed income $50,001 - $500,000: 0.50% on differential for stocks and fixed income $500,001 - $5,000,000: 0.25% on differential for stocks and fixed income $5,000,001 - $10,000,000: 0.20% on differential for stocks and fixed income $10,000,001+: 0.10% on differential for stocks and fixed income $1 - $50,000: 2.50% on differential for derivative instruments $50,001 - $500,000: 2.25% on differential for derivative instruments $500,001 - $5,000,000: 2.00% on differential for derivative instruments $5,000,001 - $10,000,000: 1.75% on differential for derivative instruments $10,000,001+: 1.50% on differential for derivative instruments
Minimum fee: Base fees per tier ranging from $1,000 to $36,500 depending on assets under management for stocks and fixed income; from $2,500 to $290,000 for derivative instruments. Fee-only: Fees are negotiable; no commissions or markups beyond custodian costs.
Nashua, NH
New Hampshire
Rational Frontier Advisors, LLC
2008 - Present (18 years)
Proforma Financial Group, Inc.
1981 - Present (45 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
They're affiliated with a bank that may offer its own financial products and services.
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®, CFA®, Series 66
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