Fraser Allport
Fraser Allport is a registered investment advisor at Sequent Planning, LLC, based in Daytona Beach Shores, FL, with 12 years of industry experience. Fraser operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.
Fee Estimator
Location
Daytona Beach Shores, FL
Get directionsHistory
Regulatory History (6)
Customer Dispute
November 2005Customer Dispute
July 2005Customer Dispute
June 2005Customer Dispute
April 2001Employment Separation After Allegations
January 1994Employment Separation After Allegations
April 1991Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Sound Income Strategies, LLC
Safe and Smart Money, LLC
Freedom Asset Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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