ARETE FINANCIAL SOLUTIONS, LLC

Overview

Arete Financial Solutions, LLC is an independent registered investment adviser organized as a limited liability company that serves both individual and institutional clients. The firm mixes financial planning with portfolio management for individuals, small businesses and larger business or institutional clients, and it also runs educational seminars and workshops. Its business footprint includes relationships with accounting and law firm activities, indicating either affiliated professional services or a client base that overlaps with those professions. Fee arrangements are flexible: the firm charges a percentage of assets under management as well as hourly and fixed fees for discrete engagements. Arete does not identify as an active ESG investor and is not listed as a multi-state adviser or a pension consultant. The firm appears to favor discretionary portfolio management — almost all client assets are managed on a discretionary basis — and directs client capital primarily into pooled public investment vehicles rather than direct stock selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices