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Guruatma Khalsa

Acrylic Financial, INC.
1 Year of Experience
Tempe, AZ
1 DisclosureMay Earn Commission
View SEC Summary
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Guruatma Khalsa is a registered investment advisor at Acrylic Financial, INC., based in Tempe, AZ, with 1 years of industry experience. 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.

Acrylic Financial, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
317 clients
Average Client Portfolio
$232K average
Assets Under Management
$73.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.80%
$250K - $1.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Tempe, AZ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Acrylic Financial, INC.
July 2025 - Present · 1 yr 3 mos
State Registrations1 state
AZ
Advisor

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
No exam information available for this advisor.
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