Areté Financial Planning, owned by Mark Breuer, offers financial planning and investment management services. Mark aims to build close relationships with clients to create personalized plans. He provides coordinated financial planning and investment review, selection, and management based on your goals and risk tolerance. Areté focuses on delivering quality service and objective advice at a fair price.
Assets Under Management$20M
Clients13
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$20M
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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