Account Types and Pricing

Acorn is able to handle a variety of account types. You can even rollover your existing accounts into Acorn, in all likelihood reducing your fees and reducing the time you need to keep an eye on them.

Account Types Accepted:

  • Individual accounts
  • Joint accounts
  • Trust accounts
  • Retirement Accounts
    • Traditional IRAs
    • 401(k) Rollovers
    • Roth/SEP IRAs
    • Beneficiary IRAs

Pricing

Our fee structure is simple and allows you to keep more of what you earn. There are no transaction fees or hidden fees.

Acorn’s account minimum is $5,000 per account and accounts are charged a quarterly fee of .125% payable in advance (.50% annually). In addition, because your account will be invested in a fund, your account will bear a proportionate share of the fund’s expenses including the fund’s management fees and other fees and charges as described in the fund’s prospectus.

Assets are custodied at TD Ameritrade, Inc. (a member of FINRA/SIPC) which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure is available on request at www.sipc.org. Accounts are not protected against losses due to normal swings in the market.