Matthew Caison is a registered investment advisor at Acorns, based in Irvine, CA, with 14 years of industry experience. Matthew 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
5300 California Avenue, Irvine, CA, 92617
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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
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
PNC Investments
PNC InvestmentsBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
State Registrations53 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.