Carina Diamond is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Cleveland, OH, with 21 years of industry experience. Carina 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
1300 E. 9th Street, Suite 1900, Cleveland, OH, 44114
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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.
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Carina is the Chief Growth Officer of 4100FS since September 2024, which is not investment related. 4100FS controls Gries Financial Partners and provides resources to the business.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Gfp Private Wealth
Dakore Wealth Management, LLC
Dakota Wealth, LLC
Springside Partners LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Vestax Securities Corporation
Vestax Securities CorporationBroker
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.