Marina Deering is a registered investment advisor at Acrylic Financial, INC., based in Traverse City, MI, with 19 years of industry experience. Marina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 317 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1.0M | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Uses a flat breakpoint schedule where the tier rate applies to the entire balance.
Fee Estimator
Location
Traverse City, MI
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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 →Other Business Activities
Marina is a registered representative who occasionally offers clients advice or products through this activity, which may involve a conflict of interest due to commissions. Acrylic Financial, Inc. states that it always acts in the best interest of the client, even when selling commissionable products.
Employment History
Current Registrations
Acrylic Financial, INC.
Brooklight Place Securities, INC.Broker
Previous Registrations
Interactive Financial Advisors
Comprehensive Capital CorporationBroker
William O'neil & Company, IncorporatedBroker
State Registrations6 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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