Jeffrey Apps
Jeffrey Apps is a registered investment advisor at Arax Advisory Partners, based in Avon, CO, with 21 years of industry experience. Jeffrey 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
Avon, CO
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Regulatory History (1)
Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Jeffrey is the President of the Board of Directors for Vail Valley Cares, a non-profit, and is involved with Vail Rotary and Boy Scouts of America. He is also licensed to sell insurance with multiple companies, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
AXA Advisors, LLC
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.