Alexander Bull
Advisor at Arcadia Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Arcadia Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arcadia Wealth Management, LLC
Location
Manchester, NH 03101
Credentials
Series 66
Industry experience
6 years
Alexander Bull is a financial advisor at Arcadia Wealth Management, LLC in Manchester, NH, holding a Series 66 designation with five years of industry experience. Prior to joining Arcadia Wealth Management in 2021, he worked at Fidelity Investments and Fidelity Brokerage Services LLC. He also serves as a paraplanner for Arcadia Financial Group, LLC, where he prepares cases for retirement planning. Arcadia Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies including asset allocation, diversification, tax-aware investing, and regular reviews, and offers educational seminars and held-away account management.
Based on Arcadia Wealth Management, LLC
Based on Arcadia Wealth Management, LLC
$0 - $249,999: 1.50% $250,000 - $499,999: 1.40% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.50% $10,000,000+: 0.40%
Advisory fees based on assets under management; commissions for sale of insurance products.
Account minimum: $500,000
155 Dow Street, Suite 301
Manchester, NH 03101
Massachusetts · New Hampshire
Arcadia Wealth Management, LLC
2021 - Present (5 years)
Arcadia Wealth Management, LLC
2021 - Present (5 years)
Na
2021 - 2021 (1 year)
Fidelity Investments
2020 - 2021 (1 year)
Fidelity Brokerage Services LLC
2019 - 2020 (1 year)
Walt Disney Company Outlet Store
2015 - 2020 (5 years)
Wheaton College
2013 - 2017 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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