Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
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
Advisor Information
Office location
1145 Mitchell Court, Ste 223, Crystal Lake, IL, 60014
Get directionsRegulatory History (2)
Regulatory
October 2014Employment Separation After Allegations
June 2011Other Business ActivitiesSells Insurance
Patrick refers clients to Cornerstone Financial Group for property and casualty quotes, and is an owner/agent at Revolutionary Financial for fixed insurance sales, taking about half of his time. He also provides group health insurance to small businesses through Resource Insurance and Financial Group and Prime One Insurance, and works as an investment advisory advisor at Acrylic Financial, Inc., dedicating about 10-20% of his time.