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Kevin Beauchamp

Arax Advisory Partners
24 Years of Experience
Birmingham, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Kevin Beauchamp is a registered investment advisor at Arax Advisory Partners, based in Birmingham, MI, with 24 years of industry experience. Kevin 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.

Arax Advisory Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
15,662 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

111 E. Merrill Street, Suite 400, Birmingham, MI, 48009

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006
Closed-No Action
Customer Dispute
August 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin is the Director of Strategic Partnerships at Robert Schechter & Associates, LLC (DBA Schechter Wealth, Schechter), focusing on insurance and strategic relationships, dedicating nearly full-time hours to this role. He also works as an employee at Schechter Investment Advisors, spending minimal time on investment advisory activities, primarily focusing on insurance-related tasks and managing assigned accounts.

Employment History
Current Registrations
Arax Advisory Partners
August 2025 - Present · 1 yr 2 mos
Kingswood Capital Partners, LLCBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Niagara International Capital LimitedBroker
February 2016 - June 2018 · 2 yrs 4 mos
Schechter Investment Advisors, LLC
September 2014 - August 2025 · 10 yrs 11 mos
NFP Advisor Services, LLCBroker
September 2014 - February 2016 · 1 yr 5 mos
Eaton Vance Management
February 2010 - May 2014 · 4 yrs 3 mos
Eaton Vance Distributors, INC.Broker
January 2010 - May 2014 · 4 yrs 4 mos
Chase Investment Services CORP.
April 2006 - January 2010 · 3 yrs 9 mos
Chase Investment Services CORP.Broker
July 2005 - January 2010 · 4 yrs 6 mos
Banc One Securities CorporationBroker
January 2004 - July 2005 · 1 yr 6 mos
Eaton Vance Distributors, INC.Broker
March 2002 - January 2004 · 1 yr 10 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Kevin Beauchamp - Financial Advisor | TrueAdvisor