KT
CFP

Kevin Jonathan Toohey

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
747 clients
Average Client Portfolio
$509K average
Assets Under Management
$380.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $1000K1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.85%
$3.0M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Arcadia Wealth Management charges an annual fee based on assets under management. For portfolio management, fees range from 1.50% on the first $250,000 to 0.40% for assets over $10,000,000. Fees are billed monthly in arrears. For pension consulting services, the annual fee is 1.00% of assets under management. Fees may be negotiable. There is a household minimum of $500,000 in manageable AUM, which may be waived.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

155 Dow Street, Suite 301, Manchester, NH, 03101

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Regulatory History (2)
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Regulatory
October 2024
Final
Employment Separation After Allegations
February 2023
Other Business ActivitiesSells Insurance

Kevin works as a financial planner and life insurance producer, dedicating full-time hours to this activity. The business is investment-related.

Employment History
Current Registrations
Arcadia Wealth Management, LLC
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2023 · 4 yrs 8 mos
Strategic Advisers LLC
November 2017 - July 2018 · 8 mos
Fidelity Brokerage Services LLCBroker
March 2014 - March 2023 · 9 yrs
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.
Kevin Jonathan Toohey - Financial Advisor | AdvisorDiscover