Arcadia Private Wealth provides investment management as part of a wealth management relationship that includes financial planning. Arcadia works with clients to establish financial goals and values, then analyzes their financial situation. Arcadia primarily advises on stocks, bonds, mutual funds, ETFs, and government securities. Financial planning services cover business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement planning, risk management, and tax planning.
Fee Structure
Arcadia Private Wealth's advisory fee ranges from $18,000 to $24,000 annually. This is a bundled fee that includes both financial planning and investment management. The portion of the fee for investment management will not exceed 2.00% of your portfolio. The fee is paid quarterly.