John Frazer is a CFP-designated registered investment advisor at Ira Group, INC., based in Atlanta, GA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 279 clients with $13B 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 $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA, 30309
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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
John is a general partner and 20% owner of Generations Partnership LLP, managing family real estate assets. He also owns 20% of Industrial Partners LLC, a family business owning warehouses, but has no management role.
Employment History
Current Registrations
Ira Group, INC.
Previous Registrations
Genspring Family Offices, LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.
State Registrations2 states
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