Arcadia Wealth Management, LLC

Arcadia Wealth Management, LLC is a financial advisory firm based in New Hampshire, established in 2016 by principal owner Michael R. Panico. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive Investment Policy Statements outlining their current financial situation. Arcadia seeks discretionary authority to make investment decisions in line with fiduciary duties. The firm also provides services through third-party advisers like AE Wealth Management. Additionally, Arcadia offers pension consulting, financial planning, educational seminars, and management services for held-away assets. The firm primarily advises on mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs. Clients can impose restrictions on investments based on personal values. Arcadia charges asset-based fees ranging from 0.50% to 1.50% based on total assets under management. The firm does not accept performance-based fees and discloses potential conflicts of interest related to insurance product sales. Clients include individuals, high-net-worth individuals, and pension and profit sharing plans, with a minimum account size of $10,000. Arcadia employs fundamental analysis, modern portfolio theory, and quantitative analysis in its investment strategies, emphasizing long-term trading. The firm conducts quarterly reviews of client accounts and does not accept voting authority for client securities. Arcadia's fee schedule and investment strategies are detailed in its brochure, available on the SEC's website. For inquiries, contact (603) 681-9190 or [email protected].