Acadia Wealth Advisors manages investment portfolios for a variety of clients. The firm actively selects and allocates client assets into stocks, ETFs, and mutual funds. Their main strategy, Growth At the Right Yield (G@RY), aims for above-market yield with below-market volatility and market appreciation. Client accounts in this strategy have similar positions and weightings. Acadia also offers other strategies geared toward more aggressive growth or focused sector exposure. Accounts are managed with discretion.
Assets Under Management$41M
Clients50
Advisors1
Avg. per Client$810K
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 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% |
Acadia Wealth Advisors can discount the fee while the money is being initially invested. After the initial set up period, the fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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