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)
Arcadia Wealth Management provides portfolio management tailored to client goals, including investment strategy, asset allocation, and regular monitoring. They also offer financial planning services at no separate fee, covering investment, insurance, tax, retirement, education, and debt/credit planning. Pension consulting is available for employee benefit plans.
| 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 at the sole discretion of AWM.
155 Dow Street, Suite 301, Manchester, NH, 03101