Matthew Linker is a registered investment advisor at Arta Finance, based in Seattle, WA, 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 Investment Management. Their firm serves 968 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arta Finance charges an asset-based fee for public market investments, which varies depending on the investment product:
- Robo-investing: 0.10% per year
- Micro-indexes: 0.10% per year
- Income Bonds: 0.20% per year
- High-Yield Cash Reserve: 0.20% per year
- Defensive Growth: 0.40% per year
- Direct Indexing: 0.50% per year
For alternative investments, Arta charges a fee typically between 0.50% to 0.90%, but may range up to 1% of the amount invested or committed capital. For derivative investments, Arta charges a fee typically 0.50% but may range up to 1% of committed capital. For listed options strategies, the Arta fee is 0.20% of the underlying equity position.
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the Head of Derivatives for Arta Finance Inc and its subsidiaries (Arta Finance Securities, Arta Finance Wealth Pte Ltd, and Arta Finance Wealth Management), dedicating nearly full-time hours to these roles. He also serves as President of the Board of Directors for Hawaii Pacific Model United Nations (a few hours per week) and a course facilitator for Stanford University (a few hours per week).
Employment History
Current Registrations
Arta Finance
Previous Registrations
Arta Finance Securities LLCBroker
Four Points Capital Partners LLCBroker
Morgan Stanley & CO. LLCBroker
State Registrations1 state
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