Arete Wealth Advisors, LLC offers personalized investment management, financial planning, and consulting services. The firm primarily operates on a discretionary basis, meaning advisors make trades on behalf of clients based on individual goals, risk tolerances, and time horizons. Arete Wealth Advisors utilizes various asset allocation strategies, custom model portfolios, and can recommend third-party money managers. Financial planning services cover investments, cash management, retirement, estate planning, and insurance analysis. The firm works with individuals, high-net-worth clients, trusts, estates, and retirement plans. Arete Wealth Advisors is affiliated with a broker-dealer and an insurance agency, creating potential conflicts of interest regarding product and third-party recommendations, which the firm manages through disclosures and fiduciary obligations.
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.