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Alexander Bull

Advisor at Arcadia Wealth Management, LLC

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Arcadia Wealth Management, LLC logo

Firm

Arcadia Wealth Management, LLC

Location

Manchester, NH 03101

Credentials

Series 66

Industry experience

6 years

About

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.

Client services

Based on Arcadia Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Arcadia Wealth Management, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Fee options

Percentage

$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%

Commissions

Advisory fees based on assets under management; commissions for sale of insurance products.

Other

Account minimum: $500,000

Location

155 Dow Street, Suite 301

Manchester, NH 03101

Most active in

Massachusetts · New Hampshire

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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