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.
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Advisor Information
Office location
626 Busse Hwy, Park Ridge, IL, 60068
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin owns The Bier Shed LLC, is a partner in Burk and Carlson LLC (which owns PFS Wealth Management and Personal Wealth Strategies), and is a partner in PFS Wealth Management. He is also an insurance agent selling fixed annuities and fixed/term life insurance, a USSA alpine ski coach during the winter months, and a speaker on insurance and annuity topics.