Michael Ott
Michael Ott is a registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 19 years of industry experience. Michael 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
730 17th Street, Suite 107, Denver, CO, 80202
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Regulatory History (1)
Regulatory
February 2016Other Business ActivitiesSells Insurance
Michael works as an insurance agent selling life insurance through Ash Brokerage since March 2016. This activity is not investment-related and takes about 10-20% of his time.
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.