Areti Capital Advisors provides investment management services to high net worth and ultra-high net worth individuals, trusts, estates, charities, corporations, other businesses, and foreign investment consultants. Areti Capital tailors its advice to each client's needs, establishing written investment guidelines. They offer standard investment strategies and customized portfolios based on client objectives, risk tolerance, and financial situation. Clients can place reasonable restrictions on investments. Areti Capital may hire third-party money managers or co-investment advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees range from 0.50% to 1.5% and are negotiable depending on portfolio size, investment objectives, strategy employed, complexity of the relationship and whether the assets are managed actively managing assets or simply passive reporting of holdings.