Frontier Global Partners LLC

CRD#145341
Investment Advisor Firm

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Learn more about Frontier Global Partners LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Frontier Global Partners LLC operates as a financial advisor firm that has its headquarters in La Jolla, California. It handles $651.8 million in assets over 53 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). The company has a small team, including 6 financial advisors. Frontier Global Partners LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, bonds and stocks.

    Frontier Global Partners LLC manages 52 of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction choices for the client's account without requiring client permission. It also oversees one non-discretionary accounts with a total of $525,007 in assets. The company's typical account size is $12.3 million. The typical advisor at Frontier Global Partners LLC oversees about nine client accounts, making it one of the more personalized financial advisor firms in the country.

    The firm's headquarters is at 7817 Ivanhoe Avenue, La Jolla, California 92037. Frontier Global Partners LLC is legally registered to serve clients in the state of California.

    Assets Under Management

    $651.8 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    7817 Ivanhoe Avenue
    La Jolla, CA 92037

    Frontier Global Partners LLC by the Numbers

    Total Assets Under Management

    $651.8 million

    National Average: $8.6 billion
    Total Number of Employees

    10

    National Average: 64
    Total Number of Accounts

    53

    National Average: 375,227
    Average Account Size

    $12.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees largely vary depending on which services are offered. However, fee types billed by the company can include any combination of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to high net worth investors, pooled investment vehicles and state or municipal government entities. Out of its 53 customers, Frontier Global Partners LLC's largest client type by number of accounts is high net worth investors, although it also serves 40 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 10% of the firm's clients are from outside of the U.S.

    • High-Net-Worth Individuals* - 76.92%
    • Other Individuals - 0%
    • Corporations - 23.08%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Frontier Global Partners LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Frontier Global Partners LLC

    Horacio Valeiras
    La Jolla, CA
    David Valeiras
    La Jolla, CA
    Lawrence Speidell
    La Jolla, CA

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