Arcadia Private Wealth LLC
We help people retire confidently, invest wisely, and minimize the taxes they pay. Our services include comprehensive retirement planning, tax planning, and investment management. We work with pre-retirees and retirees who value a flat-fee model and do not want to pay the traditional assets-under-management fee model. Our flat fee is $4,500 per quarter ($18,000 annually). Our investment minimum is $1.5 million.
What that means for our clients:
-You get a proven plan to make your portfolio last throughout your retirement
-You get a strategy for not overpaying taxes
-You get a customized investment portfolio that is transparent, low cost, and based on academic research
-You get an experienced and credentialed advisor to serve you and your family
How is Arcadia Private Wealth different from other private wealth management firms?
-We identify tax opportunities now and in the future to keep your lifetime tax liability as low as possible. Taxes will be your biggest expense in retirement, so we help you minimize the IRS’ take.
-We charge a fair, flat-fee rather than bill by a percentage of assets.
-We are small by design. We work with a limited number of families.
-We are locally owned with no private equity ownership.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.