Acorn Creek Capital is a registered investment advisor founded in April 2023 and headquartered in Fort Collins, Colorado. The firm is wholly owned and operated by Ben Loeffler. Acorn Creek Capital provides a range of services including asset management, comprehensive portfolio management combining investment oversight with financial planning, standalone financial planning and consulting, and retirement plan consulting for employer plan sponsors. The firm tailors its investment advice to individual client needs and allows clients to place reasonable restrictions on portfolio holdings. Acorn Creek Capital utilizes third-party money managers to aid in investment implementation when appropriate. The firm acts as a legal fiduciary, committing to put client interests first. Acorn Creek Capital serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, private foundations, corporate executives, and business owners, and generally does not impose a minimum relationship size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee will not exceed 2.00% and is charged on a tiered fee schedule outlined in the signed advisory agreement. Fees are negotiable.