Matthew Roberson
Matthew Roberson is a CFP-designated registered investment advisor at Arete Wealth Advisors, LLC, based in Los Gatos, CA, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
718 University Avenue, Suite 116, Los Gatos, CA, 95032
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an insurance agent offering various insurance products, including accident and health, disability, annuities, and life insurance, dedicating a few hours per week to these activities. He also manages rental properties and is involved in cattle raising and solar energy services.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
Arete Wealth Advisors, LLC
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
First Union Securities, INC.Broker
State Registrations17 states
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