Business Description |
| Arcadia Investment Advisors was established in 1996 as an independent Registered Investment Advisory firm. Our investment principles and philosophy are anchored by time-tested theories widely accepted in academic community. We have a personalized investment plan for each client and we use broadly diversified investment vehicles to obtain each client’s goals and objectives. We seek long term relationships with our clients, based on trust and integrity; as a result, we give them the highest probability of accomplishing their financial goals over time. Investment management is the heart of our business. |
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General Information |
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| States Licensed in: |
WA, OR, CA, ID
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| States Willing to do Business in: |
All
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| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
6
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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BA Business Management - George Fox University
Certified Financial Planner - College of Financial Planning
Masters in Science in Financial Services - Institute of Business and Finance |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Mutual Funds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Masters in Financial Services (MSFS), Certified Fund Specialist (CFS)
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| Securities Licenses: |
Series 66
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA), National Association of Estate Planners & Councils (NAEPC)
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| Non-Financial Organization Memberships: |
Board Member LEAD International
Board Member Lighthouse Community Church
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
100000
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| Compensation Methods: |
Based on Assets
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| Additional Details on Charges: |
Fees range from .3% to 1% of assets being managed largeley dependent and asset allocation and portfolio size.
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| Prepared By: |
Robert Pool |
