Margaret Maria Swinney

Acorn Financial Advisory Services, INC.

27 Years of Experience

2 DisclosuresBrokerSells 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 (2)

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

February 2015

Settled

Customer Dispute

August 2010

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Margaret is an agent for Acorn Financial, selling fixed life insurance, and owns Swinney Financial, LLC, managing its books and records. She also owns a rental property, spending minimal time on each of these activities.