Ryan Walls is a registered investment advisor at Arax Advisory Partners, based in Lakewood, CO, with 7 years of industry experience. Ryan 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
Lakewood, CO
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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
Ryan works as a broker/fixed agent for Simon Davis Brokerage, spending minimal time on this and earning approximately $10,000 yearly. He also works as a paramedic for Denver Health & Hospital Authority and Haynes Ambulance, dedicating about 10-20% of his time to Haynes Ambulance.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Cedrus
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
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