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Grace Frazer Hill

1 Year of Experience
May Earn Commission
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
2,088 clients
Average Client Portfolio
$808K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

2801 Via Fortuna, Suite 250, Austin, TX, 78746

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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

Grace co-owns Blue Sky Day Investments DBA Austin Clear Pool, a pool cleaning company, since 2023. She is also a board member of Psalm 89:1 Ministries women's ministry since 2022; neither activity is investment-related.

Employment History
Current Registrations
Waterloo Capital
April 2024 - Present · 1 yr 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.