Assets Under Management

$10.4B

Number of Clients

7,767,132

Number of Advisors

13

Average Client AUM

$1K

AUM per Advisor

$798.5M

Compensation

Fixed/Hourly

About This Firm

Acorns offers robo-advisory services through a wrap fee program that includes discretionary and non-discretionary investment advisory services, brokerage, custody, and administrative services. They offer investment accounts like Acorns Invest, Later, and Early Invest, with ETF model portfolios reflecting various risk tolerances. Acorns also offers a bitcoin-linked ETF and Custom Portfolios. Money Manager splits deposits among accounts.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

5300 California Avenue, Irvine, CA, 92617

13 Advisors at this firm

Acorns | TrueAdvisor