Linda Young is a registered investment advisor at Arax Advisory Partners, based in Dallas, TX, with 27 years of industry experience. Linda 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
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Linda is a Registered Investment Advisor (RIA) and financial advisor with Summit X DBA Young Wealth Management Group, Inc., dedicating about a quarter of her time to financial advising. She also owns Lux Studio, selling antiques and collectibles on eBay, and rents out a room in her home via Airbnb, dedicating minimal time to each.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Wealth Strategies
LPL Financial LLC
LPL Financial LLCBroker
Wm Financial Services, INC.Broker
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.