Arax Advisory Partners offers investment management through discretionary and non-discretionary portfolio management, selection of outside investment managers, and financial planning services. They work with individual clients to determine their investment objectives, risk tolerance, and time horizon. They also provide retirement plan consulting services to employer plan sponsors. They may recommend investments in private equity funds and other alternative investments.
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.