TrueAdvisor
TrueAdvisor
PF
PF

Paul Fragakis

Strategic Advisers LLC
39 Years of Experience
Johns Creek, GA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Paul Fragakis is a registered investment advisor at Strategic Advisers LLC, based in Johns Creek, GA, with 39 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Johns Creek, GA

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1997
Denied
Customer Dispute
August 1997
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
April 2015 - Present · 11 yrs 6 mos
Fidelity Brokerage Services LLC
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
May 2015 - July 2018 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2013 - April 2015 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - April 2015 · 2 yrs
T3 Trading Group, LLCBroker
May 2011 - March 2013 · 1 yr 10 mos
First American Capital and Trading CorporationBroker
January 2004 - March 2011 · 7 yrs 2 mos
Kaplan & CO. Securities INC.Broker
January 2000 - January 2004 · 4 yrs
Bear, Stearns & CO. INC.Broker
August 1990 - January 2000 · 9 yrs 5 mos
Oppenheimer & CO., INC.Broker
July 1989 - September 1990 · 1 yr 2 mos
Painewebber IncorporatedBroker
September 1986 - August 1989 · 2 yrs 11 mos
State Registrations25 states
ALAZCACODCFLGAILKYMAMINCNHNJNVNYOHOKPASCTNTXVAWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Johns Creek, GA →All financial advisors in Georgia →