Matthew Thomas Catone

Arimathea

4 Years of Experience

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Firm Information

Arimathea

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Assets Under Management

$2.7M

Fee Structure

Financial Plan Fee:$1,500 - $10,000

Hourly Rate:Up to $350/hr

The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, negotiable and billed quarterly. Financial planning and consulting are charged hourly (up to $350/hour) or flat fee ($1,500 to $10,000), with a 50% retainer. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750 to $10,000), or as a percentage of plan assets (up to 2.00%).

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax Planning

Advisor Information

Office location

201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.