Acadia Legacy Group

Acadia Legacy Group, LLC is a registered investment adviser established in 2017, offering financial planning and asset management services. The firm, owned by Scott Snyder, operates as a fiduciary, ensuring clients' best interests are prioritized. Financial planning services cover estate planning, investment strategies, and more, with recommendations tailored to individual risk tolerance and financial objectives. Clients have the freedom to implement suggested investment decisions and choose service providers. Asset management services are provided on a discretionary basis, focusing on defining investment objectives and managing assets accordingly. The firm emphasizes a long-term, buy-and-hold investment approach, with periodic portfolio reviews and client meetings. Acadia Legacy Group charges fees based on assets under management, with a tiered fee structure. The firm does not charge performance-based fees and does not have a minimum account size requirement. Investment analysis methods include fundamental analysis, and the firm does not guarantee investment results. Clients have the option to use Charles Schwab & Co., Inc. as a custodian, with the firm recommending Schwab for its services and benefits. The firm's Chief Compliance Officer, Scott Snyder, oversees the supervision of all activities and conducts regular reviews of investment strategies and market conditions.