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Christopher Fraizer

11 Years of Experience
Silverdale, WA

Christopher Fraizer is a registered investment advisor at Provident Living Advisors LLC, based in Silverdale, WA, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 177 clients with $47M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
177 clients
Average Client Portfolio
$267K average
Assets Under Management
$47.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.60%
$5M+0.50%

The annual fee may be negotiable in unusual circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10049 Kitsap Mall Blvd Nw, Ste 249, Silverdale, WA, 98383

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher works as a tax preparer for Waterfront CPA Group since 2007, spending nearly full-time hours on this activity. A significant portion of this time is during securities trading.

Employment History
Current Registrations
Provident Living Advisors LLC
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
H.D. Vest Advisory Services, INC
May 2015 - January 2018 · 2 yrs 8 mos
Hd Vest Investment ServicesBroker
August 2014 - January 2018 · 3 yrs 5 mos
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.