Richard Frazier
Richard Frazier is a CFP-designated registered investment advisor at Frazier Financial Consultants, LLC, based in Chapel Hill, NC, with 17 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 89 clients with $200M 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 $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
FFC charges a reduced fee for assets held in employer sponsored retirement plans of 0.25% of the value assets based on their value of the last day of the preceding calendar quarter. Fees are negotiable.
Fee Estimator
Location
109 Conner Drive, Suite 205, Chapel Hill, NC, 27514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Frazier Financial Consultants, LLC
Previous Registrations
Frazier Financial Consultants, LLC
State Registrations1 state
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