Charles Frazier
Charles Frazier is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Suwanee, GA, with 39 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3461-F Lawrenceville Suwanee Road, Suwanee, GA, 30024
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Regulatory History (1)
Customer Dispute
August 2010Other Business Activities
Charles is a member/manager of Frazier Financial Services, LLC, which purchased a rental office condo. He also consults for Allied Investment Advisors, LLC, spending about two-thirds of his time advising his son, Jesse, who markets financial services and investments. Charles also owns CFW Real Estate, LLC, managing rental properties, and is a board member/treasurer for George Towne Square Condo Owners Assoc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
Waddell & Reed, INC.Broker
State Registrations12 states
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.