John Scott, is a registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 7,305 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arax Advisory Partners provides investment management services for an annual fee based on the value of your portfolio. The fee varies depending on the size and complexity of your account and generally ranges from 0.50% to 2% per year. The fee is billed quarterly, either in advance or arrears. Clients may also incur additional fees charged by third parties, such as broker-dealers and custodians.
Location
730 17th Street, Suite 107, Denver, CO, 80202
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Regulatory History (1)
Customer Dispute
April 1994Other Business Activities
John is a sole proprietor for business expenses, executor of an estate, board member for the Fellowship of Christian Athletes, manager of a fly fishing club, shareholder of private stock, receives referral income from SEI Trust, and chairman of an HOA finance committee. These activities take minimal time, except for the Fellowship of Christian Athletes and fly fishing club, which each take a few hours per week.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Cedrus
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Next Financial Group, INC.Broker
Next Financial Group, INC.
J. Scott Securities CORP.Broker
The J. Scott Group Company
Cedrus
Kirkpatrick, Pettis, Smith, Polian INC.Broker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.