Geoffrey Frazier is a CFP, ChFC-designated registered investment advisor at Global Financial Private Client, based in Sarasota, FL, with 35 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 140 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable. While the standard schedule starts at $5,000,000, fees can range up to 2.50% for smaller accounts if the minimum is waived.
Fee Estimator
Location
6000 Cattleridge Drive, Suite 200, Sarasota, FL, 34232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Geoffrey is a manager at GAF Consulting, a financial services and business consulting firm, dedicating about a quarter of his time. He also manages real estate and company stock ownership, and owns an accounting firm, spending minimal time on each.
Employment History
Current Registrations
Global Financial Private Client
Previous Registrations
Global Financial Private Capital, LLC
National Planning CorporationBroker
G.F. Investment Services, LLCBroker
Global Financial Asset Management, LLC
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Southern Capital Securities, INC.Broker
Intersecurities, INC.Broker
Sigma Financial CorporationBroker
Statewide Securities Group, INC.Broker
Travelers Equities Sales, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 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.
Exams
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