Acorn Capital Partners provides investment advice tailored to individual client needs. They offer both discretionary and non-discretionary portfolio management services, customizing investment portfolios based on risk tolerance and investment objectives. Acorn Capital Partners manages some accounts with a concentration on small and micro capitalization domestic equity securities. The firm also publishes general market commentary and research reports that may discuss stocks, ETFs, and other assets.
Assets Under Management$5.9M
Clients10
Advisors2
Avg. per Client$590K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fee is negotiable and may be reduced or waived for certain family members or employees of Acorn Capital Partners.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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