Karee Sampson
Karee Sampson is a registered investment advisor at Arax Advisory Partners, based in Dallas, TX, with 42 years of industry experience. Karee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
2101 Cedar Springs Road, Suite 1850, Dallas, TX, 75201
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Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Karee is a co-trustee for her spouse's trust and has power of attorney for her spouse. She is also a member of the Presidential Advisory Board at UT Southwestern Medical Center and a registered representative with USCA Securities, LLC, as well as a financial advisor and managing director at US Capital Wealth Advisors, LLC.
Employment History
Current Registrations
Arax Advisory Partners
Usca Securities LLCBroker
Previous Registrations
U.S. Capital Wealth Advisors, LLC
Usca RIA LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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