John Maurer
John Maurer is a registered investment advisor at Arax Advisory Partners, based in Grand Junction, CO, with 20 years of industry experience. John 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
744 Horizon Court, Suite 105, Grand Junction, CO, 81506
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
John is an insurance agent with various carriers, dedicating a few hours per week to insurance sales. He is also the Managing Member/President of Virtus Wealth, LLC, a bookkeeping entity for his investment advisory services, taking about a quarter of his time.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Cedrus
Avera Capital Wealth Management
Equitable Advisors, LLC
Equitable 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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