Kevin Toohey
Kevin Toohey is a CFP-designated registered investment advisor at Arcadia Wealth Management, LLC, based in Manchester, NH, with 10 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 669 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
155 Dow Street, Suite 301, Manchester, NH, 03101
Get directionsHistory
Regulatory History (2)
Regulatory
October 2024Employment Separation After Allegations
February 2023Other Business ActivitiesSells Insurance
Kevin works as a financial planner and life insurance producer, dedicating full-time hours to this activity. The business is investment-related.
Employment History
Current Registrations
Arcadia Wealth Management, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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.