Robert Sondheim is a registered investment advisor at Acorns, based in Arlington, VA, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,767,132 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Acorns charges a monthly subscription fee for access to its platform and investment advisory services. The fee is not based on the amount you invest. There are three subscription plans:
- Bronze: $3/month
- Silver: $6/month
- Gold: $12/month
These fees cover investment advice, trade execution, account reporting, and custody. Acorns does not charge performance-based fees.
Location
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Acorns
Acorns Securities, LLC
Acorns Securities, LLCBroker
Previous Registrations
Morgan StanleyBroker
E*trade Clearing LLCBroker
E*trade Clearing LLCBroker
E*trade Capital Markets LLCBroker
Brownco, LLCBroker
E*trade Global Asset Management, INC.Broker
Brownco, LLCBroker
Lightspeed Professional Trading LLCBroker
E*trade Capital Markets LLCBroker
E*trade Professional Trading, LLCBroker
E*trade Clearing LLCBroker
E*trade Securities LLCBroker
Git Investment Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.