AB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
129 advisors
Number of Clients
5,837 clients
Average Client Portfolio
$540K average
Assets Under Management
$3.2B
Fee Structure
Minimum Investment:$50K
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
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
1115 W Fulton Market, 3rd Floor, Chicago, IL, 60607
Get directionsRegulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024Settled
Customer Dispute
January 2023Settled
Customer Dispute
December 2022Settled
Customer Dispute
October 2022Settled
Customer Dispute
June 2022Award / Judgment
Other Business ActivitiesSells Insurance
Avi is a self-employed musician and operates Wealth Solutions 360, dba Independent Financial Solutions, selling insurance. He is also a partner in Zas Capital, a crypto/NFT fund, spending minimal time on this. Avi also sells insurance through Prudent Pet and owns Zeus Guard Insurance, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
June 2013 - Present · 12 yrs 7 mos
Arete Wealth Management, LLCBroker
May 2013 - Present · 12 yrs 8 mos
State Registrations11 states
CADCFLMDNCNVNYPATXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.