Frontier Trust Company, Fsb (Fargo)

Frontier Trust Company, Fsb is a large advisory firm based in Fargo. It manages $96.07 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut, North Dakota, and Ohio.

Frontier Trust Company, Fsb provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Frontier Trust Company, Fsb: assets under management

The assets under management (AUM) of Frontier Trust Company, Fsb is $96.07 million. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $93.89 million in discretionary accounts and $2.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $967.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $727.74 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frontier Trust Company, Fsb for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Frontier Trust Company, Fsb

Lee Gerard Kuckro has been acting as President since 1 Jul 2004. Bernadette Kehl has served as the Chief Investment Officer since 1 Jul 2004. Harvey Eugene Blitz joined the executive team most recently as the Director.

Direct owners and executive officers

Based in Fargo

The principal office where Frontier Trust Company, Fsb performs its advisory services is located at 1126 Westrac Drive, Fargo, ND 58103 The mailing address of the firm is P.O. Box 10699, Fargo, ND 58106 0699. An additional office of the firm is in Upper Arlington, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 701-271-3459 or by fax 701-271-3485. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.advest.com.

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