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The fee is billed in advance, is negotiable, has a $17,000 annual minimum and requires an account of at least $1,000,000.","source":"FIRM BROCHURE, filed 28 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Acorn Financial Advisory Services use?","answer":"Acorn Financial Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.14B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Acorn Financial Advisory Services have?","answer":"Acorn Financial Advisory Services has 11 investment adviser representatives registered with state securities authorities, out of 11 employees, and 11 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Acorn Financial Advisory Services invest in?","answer":"At the end of its last fiscal year, Acorn Financial Advisory Services’ separately managed accounts held 40% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 11% non-exchange-traded equities, 4% U.S. government and agency bonds, 3% other, 2% derivatives and 2% cash and equivalents. The 3% other category is described as: DSTS and Closed End Funds,.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Acorn Financial Advisory Services have a minimum investment?","answer":"Yes, Acorn Financial Advisory Services’ minimum account size for its Portfolio Management - Investment Management Program is $1M. It charges a $17K annual minimum fee.","source":"FIRM BROCHURE, filed 28 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Acorn Financial Advisory Services?","answer":"Acorn Financial Advisory Services’ direct owner is James Gambaccini (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Acorn Financial Advisory Services get paid?","answer":"Acorn Financial Advisory Services is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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