Anthony Chisolm
Anthony Chisolm is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Birmingham, MI, with 9 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
111 E. Merrill Street, Suite 400, Birmingham, MI, 48009
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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
Anthony is an insurance agent with Robert Schechter & Associates, LLC (Schechter Wealth) since November 2019, offering insurance consulting and selling fixed insurance products. This generally takes a few hours per week to about 10-20% of his time.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Schechter Investment Advisors, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Ameriprise Financial Services, INC.Broker
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.
Exams
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