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Frazer Clark Rice

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
854 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$1.8B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25M+0.40%

Fees are negotiable and may vary based on factors like the amount of assets managed and the complexity of the engagement.

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

Eleven Times Square, 15th Floor, New York, NY, 10036

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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

Frazer is the President of Wealth Actually, LLC, an IP holding company involved in public speaking, media, and marketing consulting since 2018. He dedicates a few hours per week to content development, public speaking, family education, and consulting.

Employment History
Current Registrations
Next Capital Management LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Calamos Wealth Management LLC
June 2019 - March 2020 · 9 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.
Frazer Clark Rice - Financial Advisor | TrueAdvisor