Arcadia Investment Management Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$647,935,144
Clients
85
72% high-net worth
Advisors
3
of 4 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
28
Very LowAverage account size
$7,622,766
About
Arcadia Investment Management Corporation provides continuous portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm manages accounts on a discretionary or non-discretionary basis, charges advisory fees based on assets under management, and provides retirement-account advice while acknowledging ERISA fiduciary responsibilities.
Investment decisions are informed by a mix of fundamental, technical and cyclical analysis to develop individualized investment policies, with portfolios reviewed regularly to reflect objectives, time horizons and tax considerations. Tactical tools the firm may use include long- and short-term positions, trading, margin transactions and option strategies (including covered calls and spreading) when appropriate to client goals.
Arcadia manages roughly $692.8 million in discretionary assets while operating with a small leadership group, giving it an unusually high assets-per-advisor ratio compared with many team firms. The firm, founded in 1987 and owned by three shareholders (two holding 25% or more), also acts as trustee on a subset of client accounts (40 accounts totaling about $80.0 million) and subjects those custodial relationships to annual surprise examinations.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% per year $1,000,001 - $5,000,000: 0.75% per year $5,000,001+: 0.50% per year
Account minimum: $5,000 minimum annual fee per family relationship Minimum fee: Minimum annual fee of $5,000 per family relationship, negotiable under certain circumstances Fee-only: Fee-only advisory services
Main office location
Arcadia Investment Management Corp
161 East Michigan Ave, Ste 500
Kalamazoo MI 49007, United States
Number of offices
1
Most active in
California · Florida · Illinois · Louisiana · Michigan · Nebraska · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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