Arete Wealth Strategists
Arete Wealth Strategists (CRD# 167297) is a financial advisory firm headquartered in , . They manage $2,900,000 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts62ACCOUNTS
Average Account Value$46,774
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Ashley Murphy (CRD# 5785857) is an Investment Advisor Representative working at Arete Wealth Strategists in Minneapolis, MN and has over 4 years of experience in the finance industry. Ashley Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.