Acorn Creek Capital offers asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting services. For investment management, Acorn Creek may use third-party sub-advisors. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. Acorn Creek also offers retirement plan consulting to employer plan sponsors.
Fee Structure
Acorn Creek Capital offers two investment management options:
- Asset Management: Investment portfolios are created and managed based on your individual needs.
- Comprehensive Portfolio Management: Combines asset management with financial planning or consulting services.
The maximum annual fee for either service is 2.00%, charged on a tiered fee schedule outlined in the advisory agreement. Fees are negotiable and deducted monthly from your account. If Acorn Creek uses a third-party money manager, the combined annual fee will not exceed 2.75%.