Frazee Investment Consulting, Inc.
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 123662
- Registered since
- May 10, 2019
- Website
- www.frazeeinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI82.02%
- Individuals13.46%
- Charitable Organizations3.65%
- Pension & Profit Sharing Plans0.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Frazee Investment Consulting, Inc. is an independent, SEC‑registered registered investment adviser organized as a corporation and owned by an individual. Registered in 2019, the firm focuses on serving individuals and families with financial planning and discretionary portfolio management for individual and small business clients. Its fee schedules include asset‑based fees as well as fixed and other fee arrangements. The adviser does not identify as an ESG investor, is not a multi‑state or pension consultant, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- State & Local Bonds10%
- Exchange Traded Equities6%
- Cash & Cash Equivalents5%
- US Government Bonds2%
Owners & executives
1 of 1
Meredith Poore
Chief Compliance Officer and Director of OperationsCRD 4799349
Contacts
2 of 2
Mark Sorgenfrei
PrincipalCRD 4748351
Robert Frazee
PrincipalCRD 6175759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 5350 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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