Stefanie Jenkins
Stefanie Jenkins is a registered investment advisor at Arax Advisory Partners, based in Birmingham, MI, with 6 years of industry experience. Stefanie 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
111 E. Merrill St., Suite 400, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (1)
Financial
July 2018Other Business Activities
Stefanie delivers food through Uber Eats locally. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Exams
More Advisors
- John Stein, CFAArax Advisory Partners
- Richard Elias, CFPArax Advisory Partners
- Aaron Hodari, CFPArax Advisory Partners
- Brian Mackey, CFAArax Advisory Partners
- Anthony Chisolm, CFPArax Advisory Partners
- Kevin BeauchampArax Advisory Partners