Acadia Wealth Advisors is an independent registered investment advisor providing active, discretionary portfolio management for individuals, families, and family-office partnerships. The firm's primary investment strategy is known as "Growth At the Right Yield" or "G@RY," which combines a quantitative stock screen with fundamental analysis to build concentrated portfolios of 20 to 30 high-quality equities and exchange-traded funds. The main goals of this strategy are to produce above-market dividend yields with below-market volatility while still participating in market growth. Acadia Wealth Advisors also offers alternative strategies focused on more aggressive growth or specific sector exposures. Client portfolios are held in separately managed accounts at major custodians like Charles Schwab and Fidelity. The firm does not offer comprehensive financial planning as a separate standalone service, focusing instead on tailored portfolio management and investment strategy. The business is owned and operated by Jerome Francis S. Gristina.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be discounted initially when the account is set up, but are not negotiable afterward.