Karim Antoni is a registered investment advisor at Arete Wealth Advisors, LLC, based in Miami, FL, with 25 years of industry experience. Karim 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
777 Brickell Avenue, Miami, FL, 33131
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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
Karim is a Director at Golub Capital, dedicating full-time hours during trading hours. He began this employment in September 2023.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Arete Wealth Management, LLC
Previous Registrations
Lazard Asset Management LLC
Lazard Asset Management Securities LLCBroker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
State Registrations51 states
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