Ari Goldstein is a registered investment advisor at Corax Asset Management, based in Wilson, WY, with 8 years of industry experience. Ari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 24 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Location
3490 Clubhouse Drive, Suite 101-C, Wilson, WY, 83014
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Corax Asset Management
Previous Registrations
Corax Asset Management
Beddow Capital Management INC
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.