Top financial advisors in Fountain Hills, AZ
We’ve curated a list of the best financial advisors in Fountain Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$72,416,313
Number of advisors
19 advisors
| $72,416,313 | 19 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fountain Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fountain Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Acrylic Financial, Inc.
Acrylic Financial, Inc. is a financial advisory firm based in Arizona, established in February 2017. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Acrylic's investment strategy includes creating personalized Investment Policy Statements, asset allocation, asset selection, and regular portfolio monitoring. The firm may request discretionary authority from clients to make investment decisions in line with fiduciary duties. Acrylic may also direct clients to third-party advisers for asset management. Regarding fees, Acrylic charges annual portfolio management fees based on total assets under management, ranging from 1.65% for accounts over $1,000,000. Financial planning fees are fixed or hourly, with rates varying based on complexity and adviser experience. Clients have the option to terminate agreements within specific timeframes without penalty. The firm does not accept performance-based fees and does not engage in side-by-side management. Acrylic provides advisory services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles with no minimum account size requirement. The firm's investment strategies include fundamental and technical analysis, modern portfolio theory, and active models based on moving averages. Acrylic does not accept custody of client funds or securities but may have custody when deducting fees. The firm provides discretionary and non-discretionary investment advisory services and does not accept voting authority for client securities. Acrylic has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the last ten years. For more information, clients can contact Acrylic Financial, Inc. at (833) 422-7954 or visit www.Acrylicfinancial.com.
$72,416,313 under management
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fountain Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fountain Hills. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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