Linda Sue Young

Arax Advisory Partners

27 Years of Experience

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Areas of Practice

Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth

Arax Advisory Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

77 advisors

Number of Clients

2,692 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$2.8B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

Dallas, TX

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Linda is a Registered Investment Advisor (RIA) and financial advisor with Summit X DBA Young Wealth Management Group, Inc., dedicating about a quarter of her time to financial advising. She also owns Lux Studio, selling antiques and collectibles on eBay, and rents out a room in her home via Airbnb, dedicating minimal time to each.