Gerald Clas is a registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 10 years of industry experience. Gerald 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
730 17th Street, Suite 107, Denver, CO, 80202
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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
Gerald is the trustee of the Charles A. Clas Trust and an independent insurance agent since 2016, selling life, variable products, and accident & health insurance, dedicating minimal time to these activities. Gerald also services fixed life insurance products for Centennial State Financial and is appointed to sell outside Equitable Network insurance business.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Cedrus
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi 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.