Adam Gonzalez is a registered investment advisor at Arete Wealth Advisors, LLC, based in Sunrise, FL, with 8 years of industry experience. Adam 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
55 Weston Rd, Suite 201, Sunrise, FL, 33326
Get directionsHistory
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
Adam is a graphic designer for The Shark Group, dedicating minimal time to this role. He also works full-time as a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC, and full-time for Saranac Advisors Inc. and Saranac Wealth Management, plus about a quarter of his time as a partner at Saranac Tax Services LLC.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
National Securities CorporationBroker
State Registrations28 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
More Advisors
- James Debevec, CFANeil Jesani Wealth Management
- David Ray, ChFCEagle Strategies LLC
- Ehab Abdalla, CFPEagle Strategies LLC
- Karl Miranda, CFPJ.P. Morgan Securities LLC
- Jose Martin, CFPLifecraft Wealth Management
- Kimberly Deprospero, CFPIfg Advisory, LLC