Susan Marie Clancy, Acadia Asset Management (Waterford)

Susan Marie Clancy, Acadia Asset Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Susan Marie Clancy, Acadia Asset Management: assets under management

The assets under management (AUM) of Susan Marie Clancy, Acadia Asset Management is $14.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $410.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Susan Marie Clancy, Acadia Asset Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Waterford

The principal office where Susan Marie Clancy, Acadia Asset Management performs its advisory services is located at 567 Vauxhall Street Ext., Waterford, CT 06385, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-442-3277 or by fax 860-442-3277. The normal business hours are by appointment only on Other.

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