Advisor at Arcadia Wealth Management, LLC
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Firm
Arcadia Wealth Management, LLC
Location
Manchester, NH 03101
Credentials
CFP®, Series 66
Industry experience
22 years
Michael Panico is a CFP® with 22 years of industry experience, currently serving as an advisor at Arcadia Wealth Management, LLC since 2014. He previously worked at Gwn Securities Inc for 10 years. Outside of his advisory role, Panico is the principal owner of Arcadia Tax, LLC and is also a licensed insurance agent affiliated with Arcadia Financial Group, where he dedicates significant time to insurance product sales. Arcadia Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, third-party adviser selection, pension consulting, and integrated financial planning. The firm employs a disciplined investment approach that includes strategic and tactical asset allocation, diversification, and tax-aware investing, and provides ongoing reviews and educational seminars.
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 · Texas
Arcadia Wealth Management, LLC
2014 - Present (12 years)
Gwn Securities Inc
2006 - 2016 (10 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.
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