Advisor at Arete Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arete Wealth Advisors, LLC
Location
West Palm Beach, FL 33411
Credentials
Series 63, Series 66
Industry experience
29 years
Philip Martini is a financial advisor at Arete Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Canaccord Genuity Inc and Parsonex Securities, Inc. Martini is also involved with Wimbledon Global Advisors as part of his outside business activities. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it engages third-party sub-advisers while acting as an ERISA fiduciary when applicable.
Based on Arete Wealth Advisors, LLC
Based on Arete Wealth Advisors, LLC
Flat fixed fees for financial planning services, negotiated between Advisor and Client
$0 - $249,000: 3.00% $250,000 - $749,999: 2.50% $750,000 - $1,499,999: 2.00% $1,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Arete Advisors may receive commissions from insurance sales through affiliated insurance agency
Hourly fees for financial planning services, negotiated between Advisor and Client
Performance-based fees or carried interest ranging from 5% to 20% on certain private funds as disclosed in offering documents
Account minimum: $50,000 (generally required initial minimum account balance, may be waived based on individual needs and complexity) Fee-only: Hourly fees and flat fixed fees for financial planning services, negotiated between Advisor and Client
700 S Rosemary Ave, #204
West Palm Beach, FL 33411
Georgia · Texas
Fincadia
2024 - Present (2 years)
Arete Wealth Management
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Canaccord Genuity Inc
2018 - 2023 (5 years)
Parsonex Securities, Inc.
2015 - 2018 (3 years)
EVA Dimensions
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Atlantis, FL
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Series 65
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Leslie Gale Advisors, LLC
CFP®, Series 66
Juno Beach, FL
TAK Advisory
CFP®, CFA®, Series 65
Boynton Beach, FL
BrightPath Financial, Inc.
Series 63, Series 65
North Palm Beach, FL
Farrar Wealth Management, LLC
Series 65
Palm Beach Gardens, FL
Registered Investment Advisors, LLC
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