Trevor Teutsch is a registered investment advisor at Arcadia Investment Advisors, LLC, based in Eagle, ID, with 2 years of industry experience. Trevor 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $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
Location
1028 S. Bridgeway Place, Suite 100, Eagle, ID, 83616-6095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Arcadia Investment Advisors, LLC
State Registrations2 states
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