F
Frost Investment Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,720,000
Clients
7
57% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$1,245,714
About
Frost Investment Partners LLC provides discretionary and non-discretionary asset management and comprehensive financial planning services to individual and high‑net‑worth clients. The firm delivers portfolio management along with planning topics such as retirement income, taxes, college planning, and cash management as part of the advisory relationship.
Investment programs are tailored to each client's stated goals, time horizon and risk tolerance, and the firm relies on fundamental analysis applied across long‑ and short‑term holdings. Strategies may include trading, fixed income, ETFs, cash allocation and option writing (including covered and uncovered positions), with accounts reviewed on a quarterly basis.
The firm is notable for its very small, selective client base and concentrated assets per account, and the principal holds the CFA designation after a period of retirement before returning to practice. It provides financial plans at no additional charge, uses a single major custodian (Charles Schwab) while acknowledging potential soft‑dollar benefits, and permits a broader set of strategies than is typical for advisory firms of similar scale.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
$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)
Main office location
Frost Investment Partners, LLC
Provincetown MA, United States
Number of offices
1
Most active in
Frost Investment Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Maine · Massachusetts
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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