Arete Wealth Advisors, LLC
Assets Under Management
$3.2B
Number of Clients
5,837
Number of Advisors
129
Average Client AUM
$540K
AUM per Advisor
$24.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Arete Wealth Advisors provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other corporate and business organizations. Services include discretionary advisory, investment consulting, and financial planning. They may recommend third-party money managers and act as a solicitor for them.
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
Location
1115 W Fulton Market, 3rd Floor, Chicago, IL, 60607