Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
155 Dow Street, Suite 301, Manchester, NH, 03101
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Taylor is a youth baseball umpire and receives variable payment based on athlete age and game location. This activity is not investment-related.