Avi Bialo
Avi Bialo is a registered investment advisor at Arete Wealth Advisors, LLC, based in Encino, CA, with 13 years of industry experience. Avi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. 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 and tailored to each client.
Fee Estimator
Location
15760 Ventura Blvd, 7th Floor, Encino, CA, 91436
Get directionsHistory
Regulatory History (6)
Customer Dispute
November 2025Customer Dispute
January 2024Customer Dispute
January 2023Customer Dispute
December 2022Customer Dispute
October 2022Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Avi is a self-employed musician and operates Wealth Solutions 360, dba Independent Financial Solutions, selling insurance. He is also a partner in Zas Capital, a crypto/NFT fund, spending minimal time on this. Avi also sells insurance through Prudent Pet and owns Zeus Guard Insurance, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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