Frazee Investment Consulting

Founder John Frazee serves as the firm's central investment authority, setting asset allocation policy and selecting all third-party managers for client portfolios. The firm does not operate an investment committee structure, concentrating decision-making in the founder. This model has been in place since the firm's 1995 inception.

No. The firm explicitly operates under a no-proprietary-product discipline, constructing client portfolios entirely from third-party funds, separately managed accounts, and direct securities. This structural choice eliminates the distribution incentives that can arise when an adviser also acts as an asset manager with its own fund lineup.

The firm operates on a fee-only basis, charging clients an advisory fee calculated as a percentage of assets under management. It does not accept commissions, 12b-1 fees, or revenue-sharing arrangements from third-party fund providers, consistent with its fiduciary posture and registered investment adviser status.

The firm serves a mix of high-net-worth individuals, families, and select institutional accounts. Client acquisition has historically relied on professional referrals from attorneys, accountants, and existing client relationships, with no public-facing marketing or solicitation beyond a basic firm website.

The firm incorporates alternative asset exposure through publicly available fund vehicles—including REITs, commodities-linked ETFs, and interval funds—rather than direct private equity or hedge fund lock-ups typical of large family-office platforms. This construction prioritizes daily liquidity for the majority of client portfolios while capturing non-correlated return streams through regulated structures.