Adam Gonzalez is a registered investment advisor at Arete Wealth Advisors, LLC, based in Sunrise, FL, with 7 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
55 Weston Rd, Suite 201, Sunrise, FL, 33326
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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 Activities
Adam is a graphic designer for The Shark Group, dedicating minimal time to this role. He also works full-time as a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC, and full-time for Saranac Advisors Inc. and Saranac Wealth Management, plus about a quarter of his time as a partner at Saranac Tax Services LLC.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
National Securities CorporationBroker
State Registrations28 states
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