Advisor at Arcadia Wealth Management, LLC
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Firm
Arcadia Wealth Management, LLC
Location
Manchester, NH 03101
Credentials
Series 63, Series 65
Industry experience
11 years
Christopher Dube is a financial advisor at Arcadia Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the Citizens Bank group since 2015. In addition to his advisory role, he is a licensed insurance agent affiliated with Arcadia Financial Group LLC and occasionally offers insurance products to clients. 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 that include asset allocation, diversification, rebalancing, and tax-aware investing, 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
2024 - Present (2 years)
Arcadia Wealth Management, LLC
2021 - 2024 (3 years)
Arcadia Financial Group
2021 - 2021 (1 year)
Citizens Bank, N.A.
2019 - Present (7 years)
Citizens Securities, Inc
2019 - Present (7 years)
Citizens Bank
2015 - 2021 (6 years)
Citizens Securities Inc
2015 - 2019 (4 years)
Citizens Bank
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63, Series 65
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Series 63, Series 65
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CFP®, Series 66
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