Ann Sandquist is a registered investment advisor at Arax Advisory Partners, based in Silverthorne, CO, with 28 years of industry experience. Ann 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
Silverthorne, CO
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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 →Other Business Activities
Ann is the Mayor of the Town of Silverthorne, dedicating about 10-20% of her time to this role. She is also a Senior Advisor for Schechter Private Capital, spending a few hours per week recommending private equity investments to clients.
Employment History
Current Registrations
Arax Advisory Partners
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Schechter Investment Advisors, LLC
Lido Advisors
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations3 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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