Arete Financial Solutions manages investment portfolios and provides financial planning for individuals, high-net-worth clients, and businesses. Arete Financial Solutions builds personalized portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and other securities, tailored to each client's specific goals and risk tolerance. In addition to ongoing portfolio management, Arete Financial Solutions offers financial planning covering retirement, taxes, insurance, and estate planning. The firm also hosts educational seminars and workshops on financial topics.
Assets Under Management$19M
Clients174
Advisors2
Avg. per Client$110K
Avg. per Advisor$9.5M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $1.0M - $20.0M | 0.70% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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