Matthew Caison is a registered investment advisor at Acorns, based in Fayetteville, NC, with 14 years of industry experience. Matthew 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
Fayetteville, NC
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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
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
PNC Investments
PNC InvestmentsBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
State Registrations53 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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