Frazier Financial Advisors, LLC is a large advisory firm based in Dublin. It manages $309.59 million of regulatory assets for 1,518 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Ohio, Pennsylvania, and Texas.
Frazier Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Frazier Financial Advisors, LLC is $309.59 million. The firm's AUM has grown by 138% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Frazier Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Frazier Financial Advisors is high net worth individuals with 87 clients and $186.33 million of assets under management. Among the 8 most similar advisory firms, Frazier Financial Advisors has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $286.2 million for 354 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Frazier Financial Advisors doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Joshua James Frazier has served as the Chief Investment Officer since 1 Jan 2016. Benjamin Monroe Foor joined the executive team most recently as the Chief Compliance Officer.
The principal office where Frazier Financial Advisors, LLC performs its advisory services is located at 6300 Frantz Road, Dublin, OH 43017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-793-8297 or by fax 614-793-8299. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at frazierfinancial.com.