Ryan Stuart is a CFA-designated registered investment advisor at Arax Advisory Partners, based in Evergreen, CO, with 10 years of industry experience. Ryan 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
8241 S. Continental Divide Rd., Evergreen, 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 Activities
Ryan provides business and investment valuation consulting services for Western Trust and its affiliates, dedicating minimal time to this activity. He also serves as a Designated Principal at WesternTrust Law, LLC, an estate planning law firm, focusing on administrative duties for a few hours per week, some of which occur during securities trading hours.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Wt Wealth Management, LLC
Four Peaks Wealth Management, LLC
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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