Acadia Legacy Group offers financial planning and investment management services. Financial planning includes estate, retirement, insurance, and tax planning. Investment management is offered on a discretionary basis, managing assets like mutual funds, stocks, and bonds. Acadia Legacy Group also offers family office services on a case-by-case basis with separately negotiated agreements.
Assets Under Management$120M
Clients46
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
The Adviser has waived or negotiated lower fees for certain clients and treats each client in a customized way depending upon their unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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