Marshall Fraser is a registered investment advisor at Perspective Advisors, LLC, based in Bartlesville, OK, with 12 years of industry experience. Marshall 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 182 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable.
Fee Estimator
Location
612 SE Frank Phillips Blvd, Bartlesville, OK, 74006
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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.
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Marshall is the sole owner of Harper Road Holdings and 100% of Seraph Advisors, LLC, and 24.9% of Perspective Advisors, LLC. He is also a Manager for Elevate by Perspective GP, LLC, dedicating a few hours per week to selecting and overseeing the fund's service providers and investment manager.
Employment History
Current Registrations
Perspective Advisors, LLC
Previous Registrations
Seraph Capital Associates, LLC
State Registrations4 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.