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Frazier, Deborah Jane (Chapel Hill)


Frazier, Deborah Jane is an adviser based in Chapel Hill. It manages $75.25 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of North Carolina.

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Frazier, Deborah Jane provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Frazier, Deborah Jane: assets under management

The assets under management (AUM) of Frazier, Deborah Jane is $75.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frazier, Deborah Jane for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chapel Hill

The principal office where Frazier, Deborah Jane performs its advisory services is located at 109 Conner Drive, Chapel Hill, NC 27514, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-929-6940 or by fax 919-967-1190. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at frazierfinancialconsultants.com.


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