GJ
ChFC
GJ
ChFC

Geraldine Janiczek

24 Years of Experience
Denver, CO

Geraldine Janiczek is a ChFC-designated registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 24 years of industry experience. Geraldine operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1777 S. Harrison Street, Suite 1500, Denver, CO, 80210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Arax Advisory Partners
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Noven Financial Group, INC.
August 2008 - April 2020 · 11 yrs 8 mos
Columbia Benefits, LLC
August 2007 - February 2008 · 6 mos
Janiczek Financial Advisors, LLC
June 2004 - July 2008 · 4 yrs 1 mo
J.F. Williams CO., INC.
January 2003 - October 2003 · 9 mos
Janiczek & Company, LTD.
July 2001 - November 2002 · 1 yr 4 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
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