AA
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
6600 Westown Parkway, Suite 190, West Des Moines, IA, 50266
Get directionsRegulatory History
Clean regulatory record
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 Activities
Alex operates under the Doing Business As (DBA) name Insight Wealth Group.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
October 2023 - Present · 2 yrs 3 mos
Arete Wealth Management, LLCBroker
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2023 - October 2023 · 2 mos
Wells Fargo Clearing Services, LLC Broker
May 2023 - October 2023 · 5 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.