Arete Financial Solutions provides ongoing portfolio management based on individual client goals and risk tolerance. The firm creates an investment plan for each client. Arete Financial Solutions also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$14M
Clients92
Advisors2
Avg. per Client$150K
Avg. per Advisor$6.8M
www.facebook.com/aretefinancialsolutions ·aretefs.com ·www.linkedin.com/company/aretefinancialsolutions
Fee Structure
Planning is included in investment management (also available separately)
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% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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