Frazer Bay Investments provides investment management services tailored to clients' needs, using various investment instruments like exchange-traded funds (ETFs), options, stocks, mutual funds, and bonds. Frazer Bay Investments' advice is based on tactical asset allocation, sector trend analysis, and price pattern analysis, considering political, economic, and financial market conditions. They also provide investment advice regarding securities available under employee-sponsored retirement plans.
Assets Under Management$3.2M
Clients10
Advisors1
Avg. per Client$320K
Avg. per Advisor$3.2M
www.linkedin.com/company/frazer-bay-investments... ·www.facebook.com/frazerbayinvestments ·twitter.com/jamiekeelin
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
Qualified clients may also be charged a performance-based fee of up to 20% of profits. When giving investment advice to clients regarding employee-sponsored retirement plans, client will be billed at the hourly rate of $100.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...