Frazier Wealth Management offers wealth management, investment advisory, and financial planning services. Investment advisory services involve ongoing advice and investment management based on a client's individual needs. Financial planning services include comprehensive and limited scope plans addressing personal finances, taxes, retirement, and investments. Frazier Wealth Management provides these services to individuals, high net worth individuals, businesses, foundations, charitable organizations, and trusts.
Assets Under Management$1.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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