Brian Fraser is a CFA-designated registered investment advisor at Canyon Creek Investment Advisors, based in Fruita, CO, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 72 clients with $55M 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 | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Subject to a minimum annual fee of $600, not to exceed 2.00% of the portfolio value. Fees are negotiable.
Fee Estimator
Location
Fruita, CO
Get directionsHistory
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
Brian is an instructor of finance at Colorado Mesa University, teaching classes two days a week for 32 weeks per year. This requires about 10-20% of his time.
Employment History
Current Registrations
Canyon Creek Investment Advisors
State Registrations1 state
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.