Peter Donovan
Peter Donovan is a CFP, ChFC-designated registered investment advisor at Arax Advisory Partners, based in Chesterfield, MO, with 21 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
16020 Swingley Ridge Rd, Ste 110, Chesterfield, MO, 63131
Get directionsHistory
Regulatory History (2)
Regulatory
February 2016Employment Separation After Allegations
February 2016Other Business ActivitiesSells Insurance
Peter is a board member for Incarnate Word Academy and a trustee for his parent's trust. He also works as an insurance agent for various agencies and Ash Brokerage, selling health and life insurance, and owns Summit Wealth Strategies, LLC, a staffing firm.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Summit Wealth Strategies
AXA Advisors, LLC
AXA Advisors, LLCBroker
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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