Jonathan Neil Browning

Acorn Financial Advisory Services, INC.

30 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Acorn Financial Advisory Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

2,352 clients

Average Client Portfolio

$525K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.70%
$1.0M - $5.0M	1.00%
$5.0M - $10.0M	0.80%
$10.0M - $20.0M	0.70%
$20.0M - $50.0M	0.60%
$50M+	0.50%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1900 Campus Commons Drive, Suite 600, Reston, VA, 20191

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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.

Customer Dispute

April 2010

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jonathan is an independent insurance agent selling fixed insurance products since 2005, dedicating a few hours per week. He is also an Investment Adviser Representative with Acorn Financial since 2017, spending nearly full-time hours selling fixed insurance products.