Aaron Hodari is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 13 years of industry experience. Aaron 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.
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 ActivitiesSells Insurance
Aaron works as a wealth advisor for Schechter Investment Advisors, LLC, dedicating about half of his time to managing client relationships and assets. He also spends about half of his time selling life insurance, annuities, disability, and LTC insurance through Robert Schechter & Associates, LLC. Additionally, Aaron is a partner/manager at Schechter Private Capital, LLC, focusing on private equity, which takes about half of his time.
Employment History
Current Registrations
Arax Advisory Partners
Kingswood Capital Partners, LLCBroker
Previous Registrations
Niagara International Capital LimitedBroker
Schechter Investment Advisors, LLC
NFP Securities, INC.
NFP Securities, INC.Broker
Blackrock Investments, LLCBroker
State Registrations15 states
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