Acadia Financial Services offers financial planning and investment management services to individuals, families, and high-net-worth individuals. Acadia uses a tiered system for its services, including advising, planning, and wealth management. Investment management is provided through a sub-advisor, XY Investment Solutions. Acadia helps clients select an appropriate investment allocation and reviews the sub-advisor's portfolios with the client.
Assets Under Management$6.5M
Clients20
Advisors1
Avg. per Client$320K
Avg. per Advisor$6.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
These fees are charged by XY Investment Solutions, the sub-advisor used by Acadia Financial Services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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