Arcadia Wealth Management, LLC
Assets Under Management
$380.2M
Number of Clients
747
Number of Advisors
7
Average Client AUM
$509K
AUM per Advisor
$54.3M
Compensation
Fee-Only (AUM)
About This Firm
Arcadia Wealth Management, LLC offers portfolio management services based on client goals, objectives, and risk tolerance. They also offer financial planning services at no separate fee, pension consulting, and educational seminars. AWM may direct clients to AE Wealth Management, LLC. They generally limit investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and treasury inflation protected/inflation linked bonds.
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
Location
155 Dow Street, Suite 301, Manchester, NH, 03101