Anjanette Phetteplace is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 14 years of industry experience. Anjanette 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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Anjanette is the president of N & A Professional Group, PC, a CPA firm, since September 2019. Prior to that, she managed the tax practice as a tax manager since March 2001, dedicating about a quarter of her time to this activity.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Noven Financial Group, INC.
State Registrations2 states
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