Assets Under Management

$2.8B

Number of Clients

2,692

Number of Advisors

77

Average Client AUM

$1.0M

AUM per Advisor

$36.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Arax Advisory Partners offers discretionary and non-discretionary portfolio management, third-party money manager selection, financial planning, hourly consultations, and financial education. They allocate client assets among independent investment managers, mutual funds, ETFs, and individual securities. They also provide retirement plan consulting services to employer plan sponsors.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
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Location

730 17th Street, Suite 107, Denver, CO, 80202

77 Advisors at this firm

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Arax Advisory Partners | TrueAdvisor