Anjanette Phetteplace is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 15 years of industry experience. Anjanette 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
1777 S. Harrison Street, Suite 1500, Denver, CO, 80210
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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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Anjanette is the president of N & A Professional Group, PC, a CPA firm, since September 2019. Prior to that, she managed the tax practice as a tax manager since March 2001, dedicating about a quarter of her time to this activity.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Noven Financial Group, INC.
State Registrations2 states
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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