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Alan Arcadipane

22 Years of Experience
Boston, MA

Alan Arcadipane is a registered investment advisor at Riverview Capital Advisers LLC, based in Boston, MA, with 22 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 184 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
184 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$618.8M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+1.00%

Fees for portfolios over $5,000,000.01 are as agreed.

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

265 Franklin Street, Suite 403, Boston, MA, 02110

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History

Regulatory 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.

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Other Business Activities

Alan is the principal of R.T. Hawk LLC, Hawk Properties LLC, and Yellowfin Group, which are private investment firms focused on real estate and hospitality. He spends about half of his time on these businesses, including reviewing, developing, and managing investments.

Employment History
Current Registrations
Riverview Capital Advisers LLC
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
Northwestern Mutual Wealth Management Company
January 2003 - July 2006 · 3 yrs 6 mos
State Registrations2 states
FLMA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.