TR
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 Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $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
Loading...
Advisor Information
Office location
155 Dow Street, Suite 301, Manchester, NH, 03101
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Arcadia Wealth Management, LLC
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Avantax Advisory Services
August 2023 - August 2023 · 0 mos
Avantax Investment Services, INC.Broker
June 2023 - August 2023 · 2 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.