Arcadia Investment Management Corporation (AIMC) offers ongoing investment management based on your individual needs and goals. AIMC learns about your financial situation and creates a personalized investment plan. AIMC manages accounts with or without prior permission for each trade. AIMC's investment advice includes a variety of securities, and AIMC acts as a legal fiduciary, putting your interests first.
Assets Under Management$700M
Clients91
Advisors3
Avg. per Client$7.7M
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of $5,000 per family relationship. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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