Arcadia Wealth provides investment advice to individuals, families, and businesses. Services include investment management, financial planning, and consulting. Financial planning covers investment, retirement, estate, charitable, education, tax, real estate, mortgage, and insurance planning. Arcadia Wealth may recommend unaffiliated investment managers to clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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