Acorn Asset Management manages investment portfolios and provides financial planning and consulting services. Financial planning covers areas like retirement, tax, education, and insurance. Acorn also offers ongoing financial planning services to ensure the initial recommendations are implemented and adjusted as needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.10% |
| $4M+ | 0.95% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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