Isaiah Aponte
Isaiah Aponte is a registered investment advisor at Arete Wealth Advisors, LLC, based in Melville, NY, with 5 years of industry experience. Isaiah 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
425 Broadhollow Road, Suite 325, Melville, NY, 11747
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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 ActivitiesSells Insurance
Isaiah is a registered representative/advisor for Fincadia LLC, Fincadia Wealth Management LLC, and Fincadia Capital Partners LLC, all since 2022 and requiring full-time commitment. Isaiah is also an independent insurance agent since 2023.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
National Securities CorporationBroker
State Registrations16 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.