Assets Under Management
$58.4M
Number of Clients
298
Number of Advisors
18
Average Client AUM
$196K
AUM per Advisor
$3.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Acrylic Financial, Inc. provides ongoing portfolio management services based on client goals, objectives, and risk tolerance. They also offer financial planning services including investment, insurance, tax, retirement, education, and debt/credit planning. They may direct clients to third-party investment advisers. Acrylic generally limits its investment advice to mutual funds, fixed income securities, real estate funds, hedge funds, insurance products, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are generally negotiable.
16930 East Palisades Blvd., Suite 100-C, Fountain Hills, AZ, 85268