Areti Capital Advisors offers customized and standard investment management services to high-net-worth individuals, ultra-high-net-worth individuals, trusts, estates, charities, corporations, and other entities. Areti Capital Advisors tailors its investment advice by establishing written guidelines with each client based on their specific risk tolerance, investment objectives, and financial situation. The firm utilizes fundamental, quantitative, and technical analysis alongside modern portfolio theory to build diversified portfolios consisting of equities, fixed income, cash, and alternative investments. Areti Capital Advisors can manage accounts on either a discretionary or non-discretionary basis and may also coordinate with third-party money managers or co-advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% annually depending on portfolio size, investment objectives, strategy, and complexity, and are negotiable.