HT
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Howard Teutsch

18 Years of Experience
Boise, ID

Howard Teutsch is a registered investment advisor at Arcadia Investment Advisors, LLC, based in Boise, ID, with 18 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 280 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
280 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$345.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.90%
$5M+Included

If client's billable assets under management is over $5 million, flat fee of $21,000/year. 0.3% annual fee is charged for the management of all fixed-income investments.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

802 W. Bannock St., Ste. 406, Boise, ID, 83702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Arcadia Investment Advisors, LLC
October 2007 - Present · 18 yrs 6 mos
Previous Registrations
Emerald Financial Advisors
June 2007 - August 2007 · 2 mos
State Registrations2 states
IDTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.