Frazier Financial Advisors, LLC
Frazier Financial Advisors, LLC, established in 1997, is a registered investment adviser based in Columbus, Ohio. The firm offers personalized investment management services, financial planning, and selection of other advisers. Investment management services include discretionary and non-discretionary options tailored to meet clients' needs and objectives. Financial planning services involve comprehensive analysis and recommendations based on individual financial circumstances. The firm may recommend third-party advisors and model portfolios to align with client objectives. Frazier Financial Advisors charges fees based on a percentage of assets under management, with a negotiable annual fee structure. The firm does not accept performance-based fees or engage in side-by-side management. Clients have investment discretion options and can grant the firm discretionary authority. The firm maintains relationships with Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC for execution services. Frazier Financial Advisors does not vote proxies but may offer advice upon request. The firm does not have any reportable disciplinary information and has no adverse financial condition to report. Clients receive privacy notices annually, and trade errors are promptly addressed to restore accounts.
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