Bedell Frazier Investment Counselling, LLC

Bedell Frazier Investment Counselling, LLC (CRD# 107326) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $422,000,000 in 401 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $1,052,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, NV, NY, TX

Financial Advisors at Bedell Frazier Investment Counselling, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Steven A. Noroian
CRD#: 1511702
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
93
Wealthminder
score

Steven Noroian (CRD# 1511702) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.

2
Michael G. Frazier
CRD#: 3206971
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
90
Wealthminder
score

Michael Frazier (CRD# 3206971) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 5 years of experience in the finance industry.

3
Deborah N. Mitchell
CRD#: 5941033
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
90
Wealthminder
score

Deborah Mitchell (CRD# 5941033) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.

4
Meredith M. Rosen
CRD#: 6193153
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
90
Wealthminder
score

Meredith Rosen (CRD# 6193153) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 4 years of experience in the finance industry.

5
Michael A. Harris
CRD#: 6269192
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
89
Wealthminder
score

Michael Harris (CRD# 6269192) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has over 4 years of experience in the finance industry.

6
Judith A. Bedell
CRD#: 4374618
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596
87
Wealthminder
score

Judith Bedell (CRD# 4374618) is an Investment Advisor Representative working at Bedell Frazier Investment Counselling, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.