Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
5300 California Avenue, Irvine, CA, 92617
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
Julie is the President of the Bedford Falls Homeowners Association since August 2024. She dedicates a few hours per week to this uncompensated role.