How does the advisor help clients – Key Takeaways:
FRASER ASSET MANAGEMENT provides professional financial expertise to help clients achieve their financial goals. They operate with the utmost integrity and strive to provide personalized solutions for each client’s unique financial situation.
Facts and Insights
Here are some key facts and insights about FRASER ASSET MANAGEMENT:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
These numbers demonstrate the firm’s growth and stability over the years, as well as the trust and confidence clients have in their services.
Financial Services Offered
FRASER ASSET MANAGEMENT offers a wide range of financial services including:
- Investment management
- Retirement planning
- Estate planning
- Education funding
- Insurance planning and risk management
- Tax planning and preparation
The firm takes a holistic approach to financial planning and offers personalized solutions tailored to each client’s specific needs.
Client Types
FRASER ASSET MANAGEMENT is equipped to serve a diverse clientele, including:
- High net worth individuals
- Business owners
- Families
- Retirees
- Young professionals
- And more
The firm understands that each client has unique financial goals and needs, and their experienced advisors are able to provide customized strategies for each client’s situation.
Fees & Compensation
FRASER ASSET MANAGEMENT is a fee-based firm, which means they are compensated through a percentage of the assets they manage for clients. This aligns the firm’s interests with that of their clients, as they only make money when their clients’ investments perform well.
Other fees and compensation may be charged for certain services, but this will always be fully disclosed and transparent to clients.
Background
FRASER ASSET MANAGEMENT was founded in 2005 by John Fraser, a highly experienced and knowledgeable financial advisor. Since then, the firm has grown to 25 advisors and manages over $500 million in assets.
The firm’s mission is to provide clients with clear and unbiased financial advice, helping them achieve their financial goals and providing peace of mind for their financial future.
Financial Advisor Disclosures to Know
As a registered investment advisor, FRASER ASSET MANAGEMENT is held to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests. This includes disclosing any potential conflicts of interest and providing unbiased advice.
The firm also has a code of ethics that all advisors must abide by, ensuring high ethical standards and integrity in all aspects of their work.