Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
298 clients
Average Client Portfolio
$196K average
Assets Under Management
$58.4M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.80%
$250K - $1000K1.75%
$1M+1.65%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$50 - $5,000
Hourly Rate:$100 - $300/hr

Acrylic Financial charges an annual fee based on assets under management, as detailed in the fee table. There is also a $50 first-year setup fee per account. Financial planning fees are either fixed (between $50 and $5,000) or hourly (between $100 and $300), depending on the complexity and scope of the engagement. Fees are negotiable. There is no account minimum.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

4082 Business Park Dr., Amarillo, TX, 79110

Get directions
Regulatory History (1)
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Financial
February 2021
Final
Other Business ActivitiesSells Insurance

Jay is an agent and owner of Retirement Security Advisors, selling life insurance and annuities since 2008. This takes more than full-time hours, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Acrylic Financial, INC.
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Foundations Investment Advisors LLC
June 2017 - June 2023 · 6 yrs
Horter Investment Management, LLC
May 2016 - July 2017 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.