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Acadia Financial Services, LLC

Updated today

Total assets under management

$6,463,984

Total clients

20

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

20

Average account size

$323,199

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Fee options

Fixed

Tier I - Advising: $600 to $900 annually plus $300 upfront engagement fee; Tier II - Planning: $4,800 to $6,600 annually; Tier III - Wealth Management: $7,200 to $12,000 annually; all fees paid monthly in advance.

Percentage

$0 - $5,000,000: 0.35% annually (charged by XY Investment Solutions as Sub-Advisor) $5,000,001 - $25,000,000: 0.30% annually (charged by XY Investment Solutions as Sub-Advisor) $25,000,001+: 0.25% annually (charged by XY Investment Solutions as Sub-Advisor)

Project-based

Project-Based Financial Planning at $400 per hour, negotiable.

Other

Account minimum: No minimum asset requirement to engage Acadia for all tiers of service; however, minimum annual fees apply per service tier. Minimum fee: Tier I - Advising: minimum annual fee $600; Tier II - Planning: minimum annual fee $4,800; Tier III - Wealth Management: minimum annual fee $7,200 Fee-only: Financial planning fees billed directly; no commissions accepted.

Disclosures

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

Main office location

Acadia Financial Services, LLC

Fairfax Station VA, United States

Number of offices

2

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