Acorn Financial Planning offers investment advisory services to individuals, high net worth individuals, trusts, and estates. AcornFP's investment philosophy is based on academic research and the principles of efficient markets. AcornFP provides discretionary investment management services and financial planning and consulting services. Financial planning services may encompass investment planning, retirement planning, personal savings, and education savings.
Assets Under Management$10M
Clients8
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$10M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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