SW
CFA

Seth Wunder

7 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 Securities, LLC
January 2022 - Present · 4 yrs
Acorns Securities, LLCBroker
January 2022 - Present · 4 yrs
Acorns
November 2021 - Present · 4 yrs 2 mos
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
May 2002 - October 2003 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
October 1999 - May 2002 · 2 yrs 7 mos
State Registrations2 states
CANY
Advisor
Exams
No exam information available for this advisor.
Seth Wunder - Financial Advisor | AdvisorDiscover