Areté Asset Management manages investment portfolios for individuals and institutions, focusing on a diversified asset allocation strategy. Areté invests in stocks, bonds, exchange traded funds (ETFs), mutual funds, and other publicly traded securities. Areté does not tailor portfolios for different clients, but may consider client-specific needs regarding investment time horizons or environmental, social and governance (ESG) criteria.
Assets Under Management$2.9M
Clients4
Advisors1
Avg. per Client$720K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Areté offers to negotiate annual rates. Existing clients may have negotiated reduced fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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