Matthew Arndt
Matthew Arndt is a CFA, CFP-designated registered investment advisor at Gallatin Financial Advisors, LLC, based in Mequon, WI, with 18 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 79 clients with $48M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
Mequon, WI
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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 sells fixed insurance as an agent at a branch office, which is investment-related. He also works as a CPA at Peak CPAs, preparing tax returns for about 10-20% of his time.
Employment History
Current Registrations
Gallatin Financial Advisors, LLC
Previous Registrations
Balanced Asset Strategies, LTD.
Commonwealth Financial Network
Linsco/private Ledger CORP.
State Registrations4 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.