Robert William Frazee
Investment adviser representative at Frazee Investment Consulting, Inc.
13 yearsExperience
2 statesRegistered in
CFADesignation
$195.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Frazee Investment Consulting, Inc.Mar 2013 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Frazee Investment Consulting, Inc.
$195.5MAssets managed
110Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6175759
- Firm CRD
- 123662