MG
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 Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $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
57 E. Hattendorf Ave, Suite160, Roselle, IL, 60172
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2006Settled
Other Business ActivitiesSells Insurance
Marty is a Registered Representative of Brooklight Place Securities and President of Cornerstone Financial Group, an insurance brokerage. He is also an Agency Principal at Cornerstone Financial Group, focusing on general insurance sales and oversight, dedicating minimal time to this role.
Employment History
Current Registrations
Acrylic Financial, INC.
January 2020 - Present · 6 yrs
Brooklight Place Securities, INC.Broker
September 2010 - Present · 15 yrs 4 mos
Previous Registrations
Interactive Financial Advisors
May 2017 - October 2019 · 2 yrs 5 mos
Woodbury Financial Services, INC.Broker
March 1999 - September 2010 · 11 yrs 6 mos
Pruco Securities Corporation Broker
November 1988 - February 1999 · 10 yrs 3 mos
The Prudential Insurance Company of AmericaBroker
November 1988 - December 1993 · 5 yrs 1 mo
State Registrations4 states
AZFLILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.