Acorn Financial Advisory Services offers personalized financial planning and investment management. Its services include financial planning, investment advice, retirement planning, tax planning, estate planning, and business studies. Acorn Financial Advisory Services also provides subadvisory investment management services to other registered investment advisors.
Assets Under Management$1.2B
Clients2,352
Advisors18
Avg. per Client$520K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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