Arax Ryvkin
Arax Ryvkin is a registered investment advisor at Lazari Capital Management, INC., based in Woodland Hills, CA, with 18 years of industry experience. Arax operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,068 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lazari Capital Management charges an annual fee of 3.00% for portfolio management services. This fee is negotiable. Clients may terminate the agreement with 15 days' written notice. LCMI also manages the Honey Badger Opportunities Fund LP, which has a 1.5% annual fee and a 15% performance fee.
Location
6928 Owensmouth Ave., #200, Woodland Hills, CA, 91303
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Arax works as an account manager for Air Products & Chemicals, dedicating about half their time to this role. Arax is also a health insurance agent/broker, part owner and secretary for ABN Holdings Group Inc (real estate), and secretary for 14271 Homeowners Association, all taking minimal time.
Employment History
Current Registrations
Lazari Capital Management, INC.
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Independent Financial Partners
LPL Financial LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC.Broker
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.