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Matthew Randall Frost

Quotient Wealth Partners, LLC

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About Matthew Randall Frost

Matthew Randall Frost is an Investment Advisor Representative, registered with the state of Texas, with a Series 65 license. Matthew has worked in the financial industry since 2013 and has a background in law and healthcare. Matthew currently works for Quotient Wealth Partners, LLC. Matthew’s specialties are Retirement Planning, Estate Planning, and College Savings.

Firm Information

Matthew Frost is currently registered with Quotient Wealth Partners, LLC. Quotient Wealth Partners, LLC is an investment advisor headquartered in Irving, Texas. The firm manages over $3 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and selection of other advisors. Quotient Wealth Partners has 6 licensed agents and 20 investment advisor representatives.
Quotient Wealth Partners, LLC

222 WEST LAS COLINAS BLVD

IRVING, TX 75039

$3.12B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Frost’s Registration & Firm History

TX

08/20/2024 - Present

Quotient Wealth Partners, LLC (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 07/19/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Randall Frost.
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