Anthony Chisolm is a CFP-designated registered investment advisor at Arax Advisory Partners, based in Denver, CO, with 9 years of industry experience. Anthony 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
Anthony is an insurance agent with Robert Schechter & Associates, LLC (Schechter Wealth) since November 2019, offering insurance consulting and selling fixed insurance products. This generally takes a few hours per week to about 10-20% of his time.
Employment History
Current Registrations
Arax Advisory Partners
Previous Registrations
Schechter Investment Advisors, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Ameriprise Financial Services, INC.Broker
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.