Arcadia Wealth Management provides wealth management services, including financial planning and investment management, to individuals, high net worth individuals, retirement plans, trusts, and estates. Arcadia constructs client portfolios based on their goals, objectives, and risk tolerance, primarily using mutual funds and exchange traded funds. Arcadia also offers retirement plan advisory services to plan sponsors.
Assets Under Management$380M
Clients275
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Arcadia Wealth Management's investment advisory fees are based on a percentage of the value of your portfolio, ranging from 0.50% to 2.00% annually. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Arcadia. Fees are negotiable.
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