LI
CFP
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
16930 East Palisades Blvd., Suite 100-C, Fountain Hills, AZ, 85268
Get directionsRegulatory History (2)
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Judgment / Lien
September 2001Employment Separation After Allegations
June 1997Other Business ActivitiesSells Insurance
Leroy is a registered tax preparer, a certified signing agent for loan documents, and a licensed insurance agent in Illinois and Missouri. He also works as a wrestling official for high school and college events.
Employment History
Current Registrations
Acrylic Financial, INC.
September 2023 - Present · 2 yrs 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.