Arete Capital Management offers investment management services to individuals and small businesses. The firm works with clients to define their investment objectives and risk profile, then develops a tailored investment strategy. Arete monitors client portfolios and provides quarterly performance reports. Investment vehicles include money markets, CDs, treasury securities, corporate and municipal bonds, preferred stocks, mutual funds, exchange traded funds (ETFs), and individual stocks.
Assets Under Management$24M
Clients28
Advisors1
Avg. per Client$860K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
These rates apply to non-discretionary accounts. Discretionary accounts are charged 2.00% on the first $2,000,000 and 1.00% on amounts over $2,000,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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