Ann-Noel Spencer is a registered investment advisor at Arax Advisory Partners, based in Colorado Springs, CO, with 2 years of industry experience. Ann-Noel 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
3870 Mark Dabling Blvd., Colorado Springs, CO, 80907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Arax Advisory Partners
Previous Registrations
First Citizens Investor Services, INC.
State Registrations1 state
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