Ann Sandquist is a registered investment advisor at Arax Advisory Partners, based in Silverthorne, CO, with 27 years of industry experience. Ann 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
Silverthorne, CO
Get directionsHistory
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
Ann is the Mayor of the Town of Silverthorne, dedicating about 10-20% of her time to this role. She is also a Senior Advisor for Schechter Private Capital, spending a few hours per week recommending private equity investments to clients.
Employment History
Current Registrations
Arax Advisory Partners
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Schechter Investment Advisors, LLC
Lido Advisors
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations3 states
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.