Acadia Legacy Group is a registered investment advisor founded in 2017 and owned by Scott Snyder. The firm offers personalized financial planning, investment management, and family office services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Financial planning covers estate planning, retirement planning, insurance, taxes, and investment strategies, resulting in tailored recommendations and reports. Asset management services are provided on a discretionary basis, focusing on a long-term, buy-and-hold approach tailored to each client's goals and risk tolerance. Additionally, the firm offers customized family office services involving administrative support, trust management, consulting on separately owned businesses, and cash management under a separate retainer agreement. Acadia Legacy Group operates as a fiduciary, legally required to act in clients' best interests at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees are negotiable and may be waived or lowered for certain clients based on unique circumstances.