Acadia Investment Advisors LLC (AIA) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. AIA creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. AIA offers discretionary portfolio management, selecting securities and executing transactions without prior client permission. AIA primarily recommends equities, but may use mutual funds, fixed income securities, ETFs, and treasury inflation protected/inflation linked bonds to diversify portfolios.
Assets Under Management$40M
Clients8
Advisors1
Avg. per Client$4.9M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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