Denise Chisolm is a registered investment advisor at Acorns, based in Los Angeles, CA, with 28 years of industry experience. Denise 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
Los Angeles, CA
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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
Forge Securities LLCBroker
Globalt Investments
Synovus Securities, INC.Broker
Synovus Securities, INC.
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Fsc Securities CorporationBroker
Fsc Securities CorporationBroker
Scudder Investor Services, INC.Broker
State Registrations1 state
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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