Eric
Frazier
Spinnaker Investment Group, LLC
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About this Advisor
Eric Frazier is a financial advisor based out of Newport Beach, California with a total of 2 years of industry experience. Frazier currently works for Spinnaker Investment Group, LLC. Their career trajectory has included roles at Spinnaker Investment Group, LLC, Warmington Residential Ca, Inc, Dryject Southwest, Athletic Applications and The Hood Kitchen Space. Frazier holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in California. Spinnaker Investment Group, LLC is a financial advisory business that has its headquarters in Newport Beach, CA. It has $515 million in total assets among its 2,150 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm advises three charities and foundations. Of its 2,150 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Spinnaker Investment Group, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fees billed by Spinnaker Investment Group, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spinnaker Investment Group, LLC Brokerage Details
$514,557,166
10
2,150
$239,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Frazier Work History
Eric has been registered as a financial advisor for 2 years.*
Spinnaker Investment Group, LLC
Warmington Residential Ca, Inc
Dryject Southwest
Athletic Applications
The Hood Kitchen Space
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Frazier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spinnaker Investment Group, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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