Fraser Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
300 S 4th Street, Suite 1015
Las Vegas NV 89101
Advisors at this office
1
Most active in
Nevada
Also doing business as
Diane Booth Tuntland · Fraser Asset Management · Fraser Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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