Acorn Wealth Advisors, LLC
Assets Under Management
$429.9M
Number of Clients
840
Number of Advisors
5
Avg. Portfolio per Client
$512K
Avg. Managed per Advisor
$86.0M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Acorn Wealth Advisors offers investment management and financial planning services. Investment management is tailored to your goals and risk tolerance. Financial planning can include asset allocation, retirement planning, cash flow projections, and insurance planning. Acorn Wealth may recommend third-party asset managers. For smaller accounts, Acorn Wealth offers the American Funds Service Company Program.
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningInsurance Planning
Loading...
Location
8305 S. Saginaw Street, Suite 2, Grand Blanc, MI, 48439