Advisor at Rockwood 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
Rockwood Wealth Management, LLC
Location
New Hope, PA 18938
Credentials
CFP®, Series 66
Industry experience
12 years
Mark Arcidiacono is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Rockwood Wealth Management, LLC. His prior experience includes roles at Charles Schwab & Co., Inc. and A.P. Lubrano Co - AXA Advisors. Rockwood Wealth Management serves individuals, high-net-worth clients, families, trusts, endowments, and family businesses with holistic financial planning and ongoing investment management. The firm employs a structured, passive investment approach focused on globally diversified portfolios, primarily using mutual funds and ETFs, and manages multi-billion assets under management with a large multi-advisor team.
Based on Rockwood Wealth Management, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $12,000, which may be waived or reduced at firm's discretion Fee-only: Fee-only compensation; no commissions accepted
6464 Lower York Road
New Hope, PA 18938
Pennsylvania
Rockwood Wealth Management
2022 - Present (4 years)
Rockwood Wealth Management
2022 - Present (4 years)
Charles Schwab
2019 - 2022 (3 years)
A.P. Lubrano Co - AXA Advisors
2013 - 2019 (6 years)
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