Frontier Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,741,114
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
28
68% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$2,919,326
About
Frontier Advisors provides ongoing, discretionary, fee-only investment management and related long-range financial planning to individuals, small businesses, and small institutional clients. Its client base explicitly includes 501(c)(3) organizations such as foundations and endowments and the firm acts as a fiduciary investment advisor to at least one 401(k)/profit-sharing plan.
The firm’s investment approach is driven by long-term, macro-focused research and a disciplined emphasis on asset allocation, implemented with low turnover and broad use of indexed ETFs and other liquid, transparent instruments. Risk management and tax-aware cash handling guide tactical decisions, with formal quarterly reviews and an avoidance of leverage and short-selling.
What is atypical for a firm of this size is the combination of individual wealth management with institutional and pooled-plan advisory roles: Frontier provides fiduciary-only 401(k) advice (without plan administration) and accepts charitable and plan-sponsor relationships that many similar independents do not. It requires custody on an institutional Schwab platform, follows the CFA Institute’s ethics standards and invests alongside clients, and can house “unmanaged” accounts for convenience without charging management fees.
Client services
Portfolio management
Expertise
Passive / index investing
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; fee will not exceed 1% of assets 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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