Acrylic Financial offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. They create investment policy statements and offer both discretionary and non-discretionary portfolio management. Acrylic also provides financial planning services, including investment, insurance, tax, retirement, education, and debt/credit planning. Acrylic may recommend third-party investment managers. Acrylic also manages a hedge fund, Acrylic Explorer Fund LP.
Assets Under Management$74M
Clients317
Advisors19
Avg. per Client$230K
Avg. per Advisor$3.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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