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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrew is a partner in Insight Tax & Financial Services LLC, Insight Wealth Group, and Insight Holdings LLC, and the owner of DDWerks LLC. He also serves as HOA Secretary & Treasurer, and his wife is a partial owner of Insight Tax & Accounting. Insight Wealth Group LLC takes up more than full-time, while the other activities require minimal time.