R
Rational Frontier Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,229,126
Clients
1
100% 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
1
Very LowAverage account size
$2,229,126
About
Rational Frontier Advisors, LLC provides ongoing investment supervisory services and portfolio management for individuals, high‑net‑worth individuals, and retirement plan accounts, documenting objectives and constraints in a client‑specific Investment Policy Statement. The firm reports $2,229,126 in discretionary assets under management and states it does not participate in wrap fee programs.
The adviser emphasizes asset‑class allocation with periodic rebalancing, benchmarking of risk‑adjusted returns, and portfolio construction using mean‑variance optimization along the efficient frontier. It routinely requests discretionary trading authority and uses covered‑call and other options‑writing strategies as part of its investment toolkit.
Although the brochure lists “individuals” as a client type, the firm’s reported asset level and account reporting suggest its practice effectively centers on higher‑asset relationships rather than a broad non‑HNW retail clientele, a pattern that is less common among independent peers. Other distinguishing features include a supervisory fee schedule that is notably higher for derivative instruments than for stocks and fixed income, monthly account reviews performed by the firm’s single management person, and a stated policy against block trading across client accounts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$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.
Main office location
Rational Frontier Advisors, LLC
Nashua NH, United States
Number of offices
1
Most active in
Rational Frontier Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
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:
-
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.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")