Acorn Wealth Advisors is an independent firm offering investment management and financial planning services. These services are available to individuals, high-net-worth individuals, trusts, corporations, partnerships, pension and profit sharing plans, charitable organizations, and other entities. Acorn Wealth provides both discretionary and non-discretionary asset management, financial planning, and can recommend third-party investment managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000. For smaller accounts, including SEP and Simple IRAs, Acorn Wealth offers the American Funds Service Company Program that provides Class F-2 shares and Class 529 F-2 shares allowing investors to purchase shares of mutual funds for an annual asset-based fee of 0.85%.