Daniel Catone is a registered investment advisor at Arimathea, based in Powell, WY, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arimathea offers investment management through traditional and digital platforms. The maximum annual fee for traditional asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly in advance. PuriFi digital platform clients pay a tiered fee based on assets under management. Core tier (digital-only) is 0.65% annually, and Premium tier (with advisor access and planning) is 1.25% annually.
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Daniel is affiliated with multiple entities including Redwood Investment Group, Golden State Wealth Management, and Pointwealth Capital Management, providing investment advisory services. He is also the co-founder of Golden State Insurance Services, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Arimathea
Ascentis Independent Advisors, LLC
Ascentis Asset Management, LLC
Redwood Investment Group, INC
Golden State Wealth Management, LLC
Previous Registrations
Golden State Asset Management
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward JonesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.