Robert Sondheim is a registered investment advisor at Acorns, based in Arlington, VA, with 29 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Novice Investors, Retirement Planning, Socially Responsible Investing. Their firm serves 8,158,329 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Acorns Advisers, LLC charges a monthly subscription fee that includes both the advisory fee and program access. The subscription tiers are:
- Bronze Plan — $3 to $4 per month, including a $0.10 advisory fee
- Silver Plan — $6 to $8 per month, including a $0.10 advisory fee
- Gold Plan — $12 per month, including a $0.10 advisory fee and program features
Location
Arlington, VA
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Regulatory 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 →Employment History
Current Registrations
Acorns
Acorns Securities, LLC
Acorns Securities, LLCBroker
Previous Registrations
Morgan StanleyBroker
E*trade Clearing LLCBroker
E*trade Clearing LLCBroker
E*trade Capital Markets LLCBroker
Brownco, LLCBroker
E*trade Global Asset Management, INC.Broker
Brownco, LLCBroker
Lightspeed Professional Trading LLCBroker
E*trade Capital Markets LLCBroker
E*trade Professional Trading, LLCBroker
E*trade Clearing LLCBroker
E*trade Securities LLCBroker
Git Investment Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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