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
Traverse City, MI
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marina is a registered representative who occasionally offers clients advice or products through this activity, which may involve a conflict of interest due to commissions. Acrylic Financial, Inc. states that it always acts in the best interest of the client, even when selling commissionable products.