Paul Wehner is a registered investment advisor at Arax Advisory Partners, based in Deerfield, IL, with 13 years of industry experience. Paul 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
807 Waukegan Road, Suite 111, Deerfield, IL, 60015
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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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Paul works as a senior financial advisor for Schechter Investment Advisors, dedicating nearly full-time to client service, portfolio design, and business development. He also recommends private equity investments through Schechter Private Capital, spending minimal time on this activity.
Employment History
Current Registrations
Arax Advisory Partners
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Schechter Investment Advisors, LLC
Coe Capital Management, LLC
Western International Securities, INC.Broker
E. A. Horwitz LLC
Dls Capital Management LLC
State Registrations12 states
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