Frazier Financial Advisors (FFA) offers personalized investment management and financial planning services. Investment management can be discretionary or non-discretionary, tailored to your objectives and risk tolerance. FFA also provides wealth planning services, including estate planning, tax planning, family philanthropy, and risk management. FFA offers model portfolio selection services which allows FFA to exercise discretion to select model portfolios managed by unaffiliated third-party investment advisors. FFA also manages ERISA covered employee benefit plans.
Assets Under Management$930M
Clients676
Advisors12
Avg. per Client$1.4M
Avg. per Advisor$77M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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