Jon Meyer is a registered investment advisor at Arax Advisory Partners, based in Austin, TX, with 23 years of industry experience. Jon 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
300 West 6th Street, Suite 1900, Austin, TX, 78701
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Regulatory History (1)
Regulatory
October 2007Employment History
Current Registrations
Arax Advisory Partners
Usca Securities LLCBroker
Previous Registrations
U.S. Capital Wealth Advisors, LLC
Halbert Wealth Management, INC
Profutures Financial Group, INC.Broker
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.
Exams
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