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James Rice Frazier

Natural Investments

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About James Rice Frazier

James Rice Frazier is an investment advisor representative with Natural Investments, and has been working in the financial industry since January 2009. James has a current registration status of APPROVED in both Hawaii and Washington. James' firm has clients such as charitable organizations, corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth individuals. The firm's services include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

James Frazier is currently registered with Natural Investments. Natural Investments is an investment advisory firm based in the United States with approximately $1.97 billion in regulatory assets under management. The firm serves a variety of clients, including individuals, corporations, and charitable organizations, and offers financial planning, educational seminars, selection of other advisors, and portfolio management services. The firm employs 23 investment advisor representatives.

$1.97B

Assets Under Management

20

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financl plng fees either on a project, hourly or retainer basis

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James Frazier’s Registration & Firm History

HI

01/22/2009 - Present

Natural Investments (Kula HI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Rice Frazier.
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