Arcadia Wealth Management provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may use third-party investment advisors. They also offer financial planning services at no additional cost, covering areas like retirement, education, and tax planning. Arcadia also offers management services for held-away accounts, such as employer-sponsored retirement plans.
Assets Under Management$450M
Clients669
Advisors9
Avg. per Client$670K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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