DC

Denise Chisolm

27 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
7,767,132 clients
Average Client Portfolio
$1K average
Assets Under Management
$10.4B

Fee Structure

Financial Planning:Investment management only

Acorns charges a monthly subscription fee for access to its platform and financial wellness services. The fee is composed of an Acorns Advisory Fee and an Acorns Grow Program Fee. Acorns offers three subscription fee plans: Bronze ($3/month), Silver ($6/month), and Gold ($12/month). These fees cover trade execution, clearance, custody, account reporting, and IRA custodian services. Acorns is designed for individuals who make frequent recurring investments. The Fee Schedule may not be appropriate for individuals looking to make few or infrequent small-dollar investments. ETFs also charge expense ratios.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

5300 California Avenue, Irvine, CA, 92617

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Acorns
July 2022 - Present · 3 yrs 6 mos
Acorns Securities, LLC
July 2022 - Present · 3 yrs 6 mos
Acorns Securities, LLCBroker
July 2022 - Present · 3 yrs 6 mos
Previous Registrations
Forge Securities LLCBroker
July 2021 - July 2022 · 1 yr
Globalt Investments
November 2018 - June 2021 · 2 yrs 7 mos
Synovus Securities, INC. Broker
December 2015 - June 2021 · 5 yrs 6 mos
Synovus Securities, INC.
January 2015 - June 2021 · 6 yrs 5 mos
NFP Advisor Services, LLC
August 2014 - December 2015 · 1 yr 4 mos
NFP Advisor Services, LLCBroker
July 2014 - December 2015 · 1 yr 5 mos
Financial Telesis, INC.
February 2011 - August 2014 · 3 yrs 6 mos
Financial Telesis INCBroker
January 2011 - August 2014 · 3 yrs 7 mos
Princor Financial Services Corporation
January 2003 - April 2010 · 7 yrs 3 mos
Princor Financial Services Corporation Broker
February 2000 - April 2010 · 10 yrs 2 mos
Fsc Securities CorporationBroker
March 1999 - February 2000 · 11 mos
Fsc Securities CorporationBroker
January 1998 - March 1999 · 1 yr 2 mos
Scudder Investor Services, INC.Broker
June 1996 - January 1997 · 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.