Eric Frazier
Eric Frazier is a registered investment advisor at Spinnaker Investment Group, LLC, based in Newport Beach, CA, with 4 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,025 clients with $1.1B 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Accounts may be under different fee schedules reflecting prior agreements, which may be higher or lower than the above fee schedule. Additionally, Spinnaker Investment Group may negotiate a fee rate that differs from the schedule set forth above, which may be higher or lower, for clients with simpler or more complex financial circumstances and for asset management with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
4100 Macarthur Blvd., Suite 120, Newport Beach, CA, 92660
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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
Eric is an insurance agent at Spinn Insurance since March 2022. He dedicates a few hours per week to insurance sales, identifying needs during the planning process and suggesting options.
Employment History
Current Registrations
Spinnaker Investment Group, LLC
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.