Advisor at Frontier Advisors, LLC
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Firm
Frontier Advisors, LLC
Location
Telluride, CO
Credentials
CFA®, Series 63
Industry experience
16 years
Richard Lesan is a CFA® charterholder with 16 years of experience in the financial industry. He has been the sole advisor at Frontier Advisors, LLC since 2009. Frontier Advisors, LLC provides discretionary, fee-only investment management and long-range financial planning to individuals, small businesses, and small institutional clients, including 501(c)(3) organizations and fiduciary investment advisory services for 401(k)/profit-sharing plans. The firm’s investment approach emphasizes long-term, macro-focused research, disciplined asset allocation, and risk management, utilizing low-turnover, indexed ETFs and other liquid instruments.
$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; fee will not exceed 1% of assets Fee-only: Fee-only basis (no commissions or sales compensation)
Telluride, CO
Colorado · Virginia
Frontier Advisors, LLC
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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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.
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