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Frontline Capital, LLC.

Updated today

Client AUM

$25,000,000

Clients

25

Advisors

1

of 1 employees

About

Frontline Capital is an independent, single-advisor registered investment adviser that provides discretionary portfolio management primarily for individual clients. Services include initial financial interviews and account reviews, ongoing monitoring and rebalancing, money-movement and cash-flow oversight, and quarterly reporting through a third‑party custodian.

The firm’s investment approach is centered on asset-allocation strategies tailored to each client’s goals, risk tolerance and time horizon, with accounts managed on a discretionary basis and subject to periodic reviews. Clients can impose reasonable investment restrictions, and the advisor describes trading practices intended to mitigate conflicts (for example, a “last in/last out” execution policy and no use of soft-dollar arrangements).

Compared with many peers, Frontline operates with a very small client base overseen by a sole, long‑tenured advisor, which results in more concentrated, individualized relationships and hands‑on administration. The firm discloses a lack of outside business affiliations or third‑party portfolio managers, does not accept performance‑based fees, does not aggregate trades among client accounts, and generally leaves proxy voting to clients — features that may be noteworthy for investors evaluating conflict management and service model.

Client services

Portfolio management

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Fee options

Percentage

0.65 basis points annually (0.0065%) billed monthly

Other

Account minimum: $500,000 Minimum fee: Minimum annual fee of $3,250.00

Main office

Los Angeles CA

Advisors at this office

1

Most active in

California

Also doing business as

Frontline Capital · Frontline Capital, LLC. · Frontline Capitol · Ronald Lance Schwartz · Schwartz, Ronald · Schwartz, Ronald L · Schwartz, Ronald Lance

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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