Shane Wolfe
Shane Wolfe is a registered investment advisor at Arax Advisory Partners, based in Littleton, CO, with 12 years of industry experience. Shane 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 Rd, Littleton, CO, 80127
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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
Shane is involved with Wolkekoop Investments, LLC, a business entity for tax/investment purposes. He is also an insurance agent for SimonDavis, Inc., dedicating about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Traction Financial Partners
LPL Financial LLCBroker
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.