| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are generally negotiable.
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.
4082 Business Park Dr., Amarillo, TX, 79110
Get directionsJay 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.