Frazier Financial Consultants (FFC) provides personalized financial planning and investment management services. FFC's financial planning covers setting financial objectives, managing cash flow, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. FFC manages client accounts held at an independent custodian, creating a portfolio strategy based on the client's goals, risk tolerance, and financial situation. FFC does not sell financial products or accept commissions.
Assets Under Management$200M
Clients89
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
FFC charges a reduced fee for assets held in employer sponsored retirement plans of 0.25% of the value assets based on their value of the last day of the preceding calendar quarter. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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