Acrylic Financial, Inc. offers ongoing portfolio management, financial planning, and alternative investment strategies. Portfolio management is tailored to each client's specific goals, time horizon, and risk tolerance, and is available on both a discretionary and non-discretionary basis. Financial planning covers investment planning, insurance planning, tax planning and integration, retirement planning, education planning, and debt and credit planning. Acrylic Financial also manages a private fund called Acrylic Explorer Fund. The firm constructs portfolios using a mix of mutual funds, exchange-traded funds, fixed income securities, real estate investment trusts, commodities, and individual equities, utilizing fundamental analysis, technical analysis, and modern portfolio theory.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1.0M | 1.75% |
| $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.