Deborah
Frazier

Frazier Financial Consultants, LLC

CRD#4411668
Investment Advisor
in Chapel Hill, NC

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About this Advisor

Deborah Frazier is a financial advisor operating out of Chapel Hill, North Carolina with a total of 6 years of industry experience. Frazier currently works for Frazier Financial Consultants, LLC. They have worked at Frazier Financial Consultants, Llc for their total career. Frazier can work in North Carolina. Frazier Financial Consultants, LLC is a financial advisory company operating out of Chapel Hill, NC. The firm has just three people on staff. It handles $143 million in assets under management between its 296 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 296 client accounts, 36% are held by high-net-worth clients who have greater than $1 million in investable assets. Frazier Financial Consultants, LLC provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees are based on which services are provided. Fees charged by Frazier Financial Consultants, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

109 Conner Drive Suite 205
Chapel Hill, NC 27514

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Frazier Financial Consultants, LLC Brokerage Details

Total Assets Under Management

$143,423,510

NC Average: $3,625,019,099
Total Number of Employees

3

NC Average: 22
Total Number of Accounts

296

NC Average: 1,917
Average Account Size

$484,539

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Deborah Frazier Work History

Deborah has been registered as a financial advisor for 6 years.*

1986 - Present (38 years)

Frazier Financial Consultants, LLC

*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 Deborah 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 Frazier Financial Consultants, LLC

Richard Frazier
Chapel Hill, NC
Deborah Frazier
Chapel Hill, NC

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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