Arax Advisory Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Arax Advisory Partners, LLC offers comprehensive wealth management services to individuals, high-net-worth families, institutions, and businesses. The firm provides discretionary and non-discretionary investment management, customized financial planning, asset allocation strategies, and access to alternative investments and private funds. Arax Advisory Partners operates as a fiduciary, tailoring its advisory services to the specific goals, time horizons, and risk tolerances of each client.

Assets Under Management$27B
Clients15,662
Advisors226
Avg. per Client$1.7M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

226 Advisors at this firm

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Arax Advisory Partners - Fees, AUM & Advisors | TrueAdvisor