Front Street Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,100,000
Total clients
68
38% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
68
Average account size
$1,192,647
Client services
Financial planning
Portfolio management
Fee options
Flat fee arrangements offered for administrative service clients and occasionally for wealth management clients; Financial planning projects typically cost around $2,500 for limited scope and $7,500 for comprehensive projects
$0 - $1,000,000: 1.35% per year $1,000,000 - $2,000,000: 0.75% per year $2,000,000 - $3,000,000: 0.50% per year $3,000,000 - $4,000,000: 0.25% per year $4,000,000+: 0.15% per year
Account minimum: $750,000 informal minimum portfolio size with a minimum annualized fee of $10,000 Minimum fee: Minimum annualized fee of $10,000 for new wealth management clients Fee-only: Fee-only advisory firm; no commissions or referral fees accepted
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.
Main office location
Front Street Wealth Management
310 W. Front Street Suite 403
Traverse City MI 49684, United States
Number of offices
3
Forms ADV
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