Arete Wealth Advisors offers investment advice and manages portfolios for individuals, pension plans, trusts, estates, and other organizations. Services include discretionary and non-discretionary investment advice, and financial planning. Arete may recommend third-party money managers, and clients can place reasonable restrictions on their investments.
Assets Under Management$2.7B
Clients5,426
Advisors138
Avg. per Client$510K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$50K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
138 Advisors at this firm
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