Austin Neal is a CFP-designated registered investment advisor at Frazier Financial Advisors, LLC, based in Columbus, OH, with 5 years of industry experience. Austin 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 →Other Business Activities
Austin works as an Investment Adviser Representative at Frazier Financial Advisors, LLC, starting in May 2024. This role requires a full-time commitment.
Employment History
Current Registrations
Frazier Financial Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations2 states
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