Todd Tarantino
Todd Tarantino is a CFP-designated registered investment advisor at Acorn Wealth Advisors, LLC, based in Grand Blanc, MI, with 19 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 809 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000. For smaller accounts, including SEP and Simple IRAs, Acorn Wealth offers the American Funds Service Company Program that provides Class F-2 shares and Class 529 F-2 shares allowing investors to purchase shares of mutual funds for an annual asset-based fee of 0.85%.
Fee Estimator
Location
8305 S. Saginaw Street, Suite 2, Grand Blanc, MI, 48439
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Todd is insurance licensed with ASH Brokerage since 2020, selling life, disability, annuities, and long-term care insurance.
Employment History
Current Registrations
Acorn Wealth Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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