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

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Regulatory 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.

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Other Business ActivitiesSells Insurance

Andre is a shareholder in Tri-City Physical Therapy, SJ Lemoine Properties, LLC, CH Lemoine, LLC, and LimberOne, LLC, spending minimal time on each. Andre also works as an insurance agent for Dupre Carrier Godchaux Insurance Agency, dedicating about a quarter of his time to insurance sales.

Employment History
Current Registrations
Arete Wealth Advisors, LLC
April 2025 - Present · 9 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.