TrueAdvisor
TrueAdvisor
JG
JG

Jay Don Graham

Acrylic Financial, INC.
9 Years of Experience
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Acrylic Financial, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
298 clients
Average Client Portfolio
$196K average
Assets Under Management
$58.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.80%
$250K - $1000K1.75%
$1M+1.65%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

4082 Business Park Dr., Amarillo, TX, 79110

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jay is an agent and owner of Retirement Security Advisors, selling life insurance and annuities since 2008. This takes more than full-time hours, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Acrylic Financial, INC.
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Foundations Investment Advisors LLC
June 2017 - June 2023 · 6 yrs
Horter Investment Management, LLC
May 2016 - July 2017 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.