Arete Wealth Strategists offers financial planning and investment management services to individuals, high-net-worth individuals, and small businesses. Services are delivered through five service tiers, each offering different levels of financial planning, portfolio management, and additional services like global mobility and business owner support. The firm uses artificial intelligence tools to support research and analysis, but human advisors provide oversight and personalized counsel. Clients are required to sign an engagement agreement before services begin.
Assets Under Management$110M
Clients91
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.41% |
$2,900/year minimum AUM fee applies for IM Only. For clients <$750K AUM, 1 meeting annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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