Advisor at Canyon Creek Investment Advisors
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Firm
Canyon Creek Investment Advisors
Location
Fruita, CO
Credentials
CFA®
Industry experience
4 years
Brian Fraser is a CFA® charterholder with four years of industry experience. He is an advisor at Canyon Creek Investment Advisors and also serves as a finance instructor at Colorado Mesa University. Prior to joining Canyon Creek, he worked at Alpine Bank Wealth Management. Canyon Creek Investment Advisors is a fee-only registered investment adviser managing approximately $41.6 million in discretionary assets for individuals, high-net-worth clients, trusts, business entities, and charitable organizations. The firm employs a long-term strategic allocation approach with tactical adjustments, offering diversified portfolios alongside comprehensive financial planning services.
Based on Canyon Creek Investment Advisors
Typically $300 for one-time financial planning engagement; $600 annually for ongoing planning; fees may be negotiated.
$0 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.70% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$300 per hour for financial planning and consulting services.
Minimum fee: Minimum annual fee of $600 Fee-only: Fee-only fiduciary adviser; no commissions accepted.
Fruita, CO
Colorado
Colorado Mesa University
2023 - Present (3 years)
Canyon Creek Investment Advisors
2021 - Present (5 years)
Alpine Bank Wealth Management
2018 - 2022 (4 years)
Colorado Mesa University
2011 - 2018 (7 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Grand Junction, CO
Connolly Financial Group
Series 63, Series 66
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Clc Capital Management
CFP®, Series 66
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Delphi Wealth Partners
Series 63
Grand Junction, CO
Integrated Benefits, Incorporated
CFP®, PFS™, Series 65
Fruita, CO
Canyon Creek Investment Advisors
Series 66
Grand Junction, CO
Integrated Benefits, Incorporated
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