Advisor at Arete Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arete Wealth Advisors, LLC
Location
Los Gatos, CA 95032
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Matthew Roberson is a CFP® professional with 26 years of experience in financial advising. He has worked at Arete Wealth Advisors, LLC since 2019 and previously spent 19 years with Lincoln Financial Advisors Corporation. Outside of advising, he is involved in cattle raising through ownership of 88 Angus, LLC, and partners in JPM Ag Services, LLC, which introduces solar companies to landowners. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based investment models and regularly monitors accounts while acting as an ERISA fiduciary when applicable.
Based on Arete Wealth Advisors, LLC
Based on Arete Wealth Advisors, LLC
Flat fixed fees for financial planning services, negotiated between Advisor and Client
$0 - $249,000: 3.00% $250,000 - $749,999: 2.50% $750,000 - $1,499,999: 2.00% $1,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Arete Advisors may receive commissions from insurance sales through affiliated insurance agency
Hourly fees for financial planning services, negotiated between Advisor and Client
Performance-based fees or carried interest ranging from 5% to 20% on certain private funds as disclosed in offering documents
Account minimum: $50,000 (generally required initial minimum account balance, may be waived based on individual needs and complexity) Fee-only: Hourly fees and flat fixed fees for financial planning services, negotiated between Advisor and Client
718 University Avenue, Suite 116
Los Gatos, CA 95032
California · Florida · Texas
Arete Wealth Advisors LLC
2019 - Present (7 years)
Arete Wealth Management LLC
2019 - Present (7 years)
Lincoln Financial Advisors Corporation
2000 - 2019 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
San Jose, CA
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Akrish Financial Advisory
Series 66
San Jose, CA
Chief Capital Management, Inc
Series 65
Saratoga, CA
Investcraft Advisors LLC
Series 63, Series 66
San Jose, CA
Shalom Global Capital Group LLC
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