Madeline Keegan is a CFP-designated registered investment advisor at Frazier Financial Advisors, LLC, based in Columbus, OH, with 10 years of industry experience. Madeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 676 clients with $930M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Prior fee schedules may be in effect for legacy clients. There may be a negotiable quarterly minimum fee up to $1,500.
Fee Estimator
Location
1690 West Lane Avenue, Suite 280, Columbus, OH, 43221
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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 →Employment History
Current Registrations
Frazier Financial Advisors, LLC
Previous Registrations
Minerva Wealth Planning, LLC
J. W. Cole Advisors, INC.
Global Financial Private Capital, LLC
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
State Registrations1 state
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