Matthew Catone is a registered investment advisor at Arimathea, based in Powell, WY, with 5 years of industry experience. Matthew 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Arimathea
Ascentis Asset Management, LLC
Ascentis Independent Advisors, LLC
Golden State Wealth Management, LLC
Previous Registrations
Golden State Equity Advisors, LLC
State Registrations2 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.