Arete Wealth Strategists is a registered investment advisor providing personalized financial planning, ongoing portfolio management, and specialized wealth services. Operating through various service tiers, Arete Wealth Strategists covers areas including retirement planning, tax strategies, estate planning, cash flow analysis, and cross-border financial planning. The firm tailors its approach to meet the unique goals of individuals, families, and business owners, utilizing both internal expertise and third-party investment managers where appropriate.
Assets Under Management$130M
Clients98
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.41% |
Rates reflect the standalone Investment Management Only schedule. Higher service tiers include specific amounts of assets under management within their flat quarterly retainers.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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