FRAZEE Investment Consulting, Inc.

Frazee Investment Consulting, Inc. serves individual and high‑net‑worth clients, as well as trusts, pension and profit‑sharing plans and charitable organizations, managing approximately $195.5 million for about 110 clients. The firm offers discretionary portfolio management, standalone financial planning, and on a limited basis comprehensive reporting that aggregates assets held away from the firm; managed accounts typically have a $250,000 minimum.

The firm’s advice is tailored through an initial fact‑gathering and ongoing review process, with discretionary authority commonly granted and model portfolios used to implement strategies that range from conservative to aggressive. Implementation primarily uses no‑load mutual funds and ETFs (with occasional fixed income and equities), and financial planning is offered either separately or in conjunction with portfolio management; the brochure also discloses fiduciary considerations around IRA rollover recommendations.

Notable distinctions include a small advisory team (two advisors) managing close to $200 million and the firm’s disclosure of marketing practices that include the use of endorsements and testimonials—an uncommon practice among peers; it also notes modest referral gifts ($100–$200). The brochure further discloses directed brokerage to a single custodian (Charles Schwab), the use of standing letters of authorization for third‑party transfers, and that certain firm personnel may serve as trustees on family or personal relationships.