AS

Alicia Marie Saunders

11 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
June 2021 - Present · 4 yrs 7 mos
Acorns Securities, LLC
June 2021 - Present · 4 yrs 7 mos
Acorns Securities, LLCBroker
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Park Avenue Securities LLC
January 2019 - June 2021 · 2 yrs 5 mos
Park Avenue Securities LLC Broker
July 2017 - June 2021 · 3 yrs 11 mos
Sii Investments, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
Sii Investments, INC.Broker
June 2013 - December 2015 · 2 yrs 6 mos
State Registrations2 states
CATN
AdvisorBroker
Exams
No exam information available for this advisor.