Acrylic Financial, INC.
Assets Under Management
$58.4M
Number of Clients
298
Number of Advisors
18
Average Client AUM
$196K
AUM per Advisor
$3.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Acrylic Financial, Inc. provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. They create Investment Policy Statements and may direct clients to third-party investment advisers. The firm also offers financial planning services, including investment, insurance, tax, retirement, education, and debt/credit planning.
Fee Structure
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
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
Location
16930 East Palisades Blvd., Suite 100-C, Fountain Hills, AZ, 85268