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Mark Breuer
27 Years of Experience
Port Washington, WI
1 Disclosure
Mark Breuer is a registered investment advisor at Arete Financial Planning, LLC, based in Port Washington, WI, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13 clients with $20M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$20.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $300K | 0.75% |
| $300K - $500K | 0.65% |
| $500K - $1000K | 0.50% |
| $1.0M - $1.5M | 0.35% |
| $1.5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Port Washington, WI
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Regulatory History (1)
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Customer Dispute
October 2025Pending
Employment History
Current Registrations
Arete Financial Planning, LLC
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Vrakas/blum Financial Advisors, INC.
May 1998 - September 2009 · 11 yrs 4 mos
State Registrations1 state
WI
Advisor
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Exams
No exam information available for this advisor.