Frazee Investment Consulting, Inc.
Frazee Investment Consulting, Inc. (CRD# 123662) is a financial advisory firm headquartered in Memphis, TN. They manage $164,591,993 in 290 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Frazee Investment Consulting, Inc.
By the Numbers
-
Total Assets Under Management165MILLION
-
Total Number of Accounts290ACCOUNTS
-
Average Account Value$567,559
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MS, NE, TN, TX
Financial Advisors at Frazee Investment Consulting, Inc.
1
Robert Frazee (CRD# 6175759) is an Investment Advisor Representative working at Frazee Investment Consulting, Inc. in Memphis, TN and has 1 year of experience in the finance industry.
2
Mark Sorgenfrei (CRD# 4748351) is an Investment Advisor Representative working at Frazee Investment Consulting, Inc. in Memphis, TN and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.