Fraser Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,637,884
Clients
7
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$519,698
About
Fraser Asset Management serves individual clients who meet suitability standards for portfolios that include option strategies, providing continuous discretionary investment management and written financial planning on topics such as retirement, cash flow, and college savings. The firm charges percentage-of-AUM fees and maintains a stated account minimum of $50,000.
The adviser employs both fundamental and technical analysis and uses a mix of active and passive techniques to construct portfolios, with an emphasis on incorporating option and derivative strategies (for example collars, spreads, strangles and other option combinations) across client accounts. The brochure notes that option strategies are intended to be used in all accounts and describes the specific risks of those derivative strategies alongside more traditional market and security risks.
Notably, the firm is a very small, single‑advisor practice with a limited client base and the principal allocates a majority of their time to a separate registered advisory business that manages nonprofit endowments, which may affect capacity and availability. The principal holds a Certified Investment Management Analyst credential, the firm uses the Charles Schwab institutional platform for custody and block trading, and it does not vote client proxies (clients retain proxy voting responsibility).
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$50,000 - $1,500,000: 2.00% $1,500,001 - $2,500,000: 1.75% $2,500,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
Account minimum: $50,000
Main office location
Fraser Asset Management
300 S 4 Th Street, Suite 1015
Las Vegas NV 89101, United States
Number of offices
1
Most active in
Fraser Asset Management has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")