Ben Loeffler is a registered investment advisor at Acorn Creek Capital LLC, based in Fort Collins, CO, with 19 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 322 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Acorn Creek Capital offers two investment management options:
- Asset Management: Investment portfolios are created and managed based on your individual needs.
- Comprehensive Portfolio Management: Combines asset management with financial planning or consulting services.
The maximum annual fee for either service is 2.00%, charged on a tiered fee schedule outlined in the advisory agreement. Fees are negotiable and deducted monthly from your account. If Acorn Creek uses a third-party money manager, the combined annual fee will not exceed 2.75%.
Location
215 West Oak Street, 10th Floor, Ste 1000, Fort Collins, CO, 80521
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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 →Other Business Activities
Ben is a general partner/managing member of Above the Tree Line, LLC, and a member manager of BB Oak, LLC which holds commercial real estate. He also contributes funds to Bighorn Football Society. These activities require minimal time.
Employment History
Current Registrations
Acorn Creek Capital LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.