Frazee Investment Consulting, Inc.

Frazee Investment Consulting, Inc. is a registered investment adviser based in Memphis, Tennessee, established on 07/01/1997. The firm offers portfolio management services, financial planning, and comprehensive reporting. They provide discretionary portfolio management services, requiring clients to grant discretionary authority for account management. Clients' assets may be invested in model portfolios developed by the firm, tailored to varying risk tolerances. Financial planning services are offered separately or in conjunction with portfolio management. The firm primarily advises on Mutual Funds and ETFs, with additional investments based on client goals. Frazee Investment Consulting, Inc. acts as a fiduciary when providing IRA rollover recommendations, ensuring recommendations are in the client's best interest. The firm manages $177,168,541 in client assets as of December 31, 2024. Fees for portfolio management services are percentage-based, with a minimum initial investment of $250,000. Financial planning services have a fixed fee structure, typically starting at $2,500. The firm does not accept performance-based fees or engage in side-by-side management. Frazee Investment Consulting, Inc. serves individuals, high net worth individuals, trusts, pension and profit-sharing plans, and charitable organizations, with a minimum portfolio value of $250,000 for managed accounts. Clients have investment discretion, allowing the firm to manage accounts without prior client approval for each transaction. The firm does not vote proxies on behalf of clients and does not have any disciplinary information to report.