FRAZEE INVESTMENT CONSULTING, INC.
Memphis, Tennessee
5.0
1 Review
Frazee Investment Consulting, Inc. is a well-established investment advisory firm located in Memphis, TN. With a single office, the company offers comprehensive investment solutions to a diverse clientele. Employing a team of three dedicated professionals, Frazee Investment Consulting, Inc. prides itself on delivering exceptional investment advisory services.
Led by seasoned experts Robert Frazee and Mark Sorgenfrei, the firm maintains an average of $82,810,000 in assets under management per investment advisor, aligning with industry standards. They cater to a wide range of clients, primarily high net worth individuals, managing ...
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Assets Under Mgmt
$165.63M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: COMPREHENSIVE ASSET REPORTING SERVICES
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Articles
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