Frazee Investment Consulting, Inc. is a registered investment advisor offering portfolio management and financial planning services. They develop investment strategies and plans based on client information and objectives. Financial planning can be a standalone service or combined with investment management. They primarily advise on mutual funds and ETFs, tailoring advice to individual needs and risk tolerance.
Assets Under Management$200M
Clients110
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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