Assets Under Management
$1.2B
Number of Clients
2,352
Number of Advisors
16
Average Client AUM
$525K
AUM per Advisor
$77.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Acorn Financial Advisory Services offers personalized financial planning and investment management. Services include financial goal determination, budgeting, cash flow analysis, college planning, estate planning, insurance planning, investment analysis, retirement needs analysis, and tax planning. They offer subadvisory investment management services to other RIAs.
| 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% |
1900 Campus Commons Drive, Suite 600, Reston, VA, 20191