Andrew Rhoads
Andrew Rhoads is a registered investment advisor at Arax Advisory Partners, based in Grand Junction, CO, with 17 years of industry experience. Andrew 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
744 Horizon Court, Unit 105, Grand Junction, CO, 81506
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Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Andrew is appointed to sell outside insurance and owns a short-term rental property since 2019. He spends minimal time on the rental property and receives no compensation for it.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Cedrus
Traction Financial Partners
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.