William Frasier is a CFP-designated registered investment advisor at Oakworth Asset Management, LLC, based in Brentwood, TN, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 678 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts made up of fixed income investments, the fees are: First $2,500,000: 0.50%, Above $2,500,000: 0.38%. The Firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
5511 Virginia Way, Ste. 110, Brentwood, TN, 37027
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oakworth Asset Management, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
First Command Financial Planning, INC.Broker
First Command Financial Planning, INC.
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.