Aram Urfalyan

10 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Acrylic Financial, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

298 clients

Average Client Portfolio

$196K average

Assets Under Management

$58.4M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.80%
$250K - $1000K	1.75%
$1M+	1.65%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

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Location

16930 East Palisades Blvd., Suite 100-C, Fountain Hills, AZ, 85268

Get directions

History

Regulatory History (1)

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Employment Separation After Allegations

February 2017

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Aram is an insurance specialist at Lions Partners Insurance Agency, providing life and health insurance, and also owns Urfalyan Financial & Insurance Solutions Inc. Additionally, Aram works as a realtor and provides notary services, and is the CEO of Paper Tycoon Inc.