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 advisory firm organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage of assets under management alongside fixed and other fee arrangements. Frazee does not identify as an ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
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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