Sierra Merrick is a registered investment advisor at Acorn Creek Capital LLC, based in Fort Collins, CO, with 1 years of industry experience. Sierra 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
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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.
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Current Registrations
Acorn Creek Capital LLC
State Registrations1 state
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