Jeremy Fawcett
Jeremy Fawcett is a registered investment advisor at Arax Advisory Partners, based in Littleton, CO, with 14 years of industry experience. Jeremy 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
8241 S. Continental Divide Road, Littleton, CO, 80127
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2021Financial
December 2016Other Business ActivitiesSells Insurance
Jeremy is an insurance agent since 2011, selling variable products, life, accident, and health insurance, dedicating minimal time to this activity. He is also a trustee for family members and works as a fixed agent for Simon Davis Brokerage, spending minimal time on that as well.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Cedrus
Cedrus
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Cedrus
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.