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Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
298 clients
Average Client Portfolio
$196K average
Assets Under Management
$58.4M
Fee Structure
Minimum Investment:None
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$50 - $5,000
Hourly Rate:$100 - $300/hr
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
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information
Office location
Fountain Hills, AZ
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Acrylic Financial, INC.
December 2024 - Present · 1 yr 1 mo
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.