Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The most common fee structure is a percentage of assets under management. Fees are negotiable and tailored to the client's specific arrangement. Arete can also charge hourly or flat fixed fees for financial planning services. Clients using a third-party money manager are assessed an advisory fee by the third-party money manager and are not assessed a fee by Arete.
Areas of Practice
Advisor Information
Office location
1115 W Fulton Market, 3rd Floor, Chicago, IL, 60607
Get directionsRegulatory History (2)
Customer Dispute
October 2018Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Anthony is the founder of Matthew's Hope Children's Ministries/Charity and owns rental properties, dedicating minimal time to each. He also owns Legacy Financial Group (fixed insurance) and Legacy Tax Service, spending a few hours per week on these ventures, and is a partner in Mini-Lux Tiny Homes, LLC, spending minimal time on it.