Bernard Kent is a PFS-designated registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 15 years of industry experience. Bernard 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.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Bernard is a board member and investment committee chair for the Detroit Historical Society, a trustee and investment committee member for the Zekelman Holocaust Center, and an investment committee member for the Detroit Symphony Orchestra, the D Dan and Betty Kahn Foundation, and the Jewish Foundation of Metro Detroit. He is also an independent contractor insurance salesperson for Schechter Wealth.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Schechter Investment Advisors, LLC
Telemus Capital, LLC
Telemus Investment Management, LLC
Telemus Wealth Advisors, LLC
State Registrations2 states
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