Leslie Frazier
Leslie Frazier is a registered investment advisor at Hill Country Kingdom Advisors, LLC, based in Castle Rock, CO, with 14 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 48 clients with $10M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. TKFP fees will not exceed 3% of Assets Under Management per year.
Fee Estimator
Location
Castle Rock, CO
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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 ActivitiesSells Insurance
Leslie is licensed to sell insurance, dedicating about half her time to this activity. She also owns three real estate companies with rental properties, spending minimal time on this. Additionally, Leslie is a mission outreach officer for St. Homobonus Consulting LLC, referring businesses to a pro-life payment processing company, spending about 10-20% of her time.
Employment History
Current Registrations
Hill Country Kingdom Advisors
Previous Registrations
Personal Capital Advisors Corporation
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.