Arcadia Investment Advisors manages investment portfolios for clients, often consisting of multiple account types, such as joint, trust, and IRA accounts. Arcadia uses asset allocation to build diversified portfolios using stock and bond mutual funds and Exchange Traded Funds (ETFs). Arcadia also offers retirement planning and personal investment strategies. Arcadia does not participate in wrap-fee programs.
Assets Under Management$350M
Clients280
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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