Acorn Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Acorn Asset Management LLC is an owner-controlled registered investment adviser that provides asset management, financial planning and consulting, and retirement plan advisory services primarily to institutional clients, including pension and profit‑sharing plans, charitable organizations, banks, state or municipal entities, and insurance companies. The firm offers ongoing portfolio management of custodial accounts and both project-based and ongoing financial planning engagements.
Investment decisions are guided by fundamental analysis and implemented through long‑term and income-oriented strategies, with accounts managed on an individualized basis and discretionary trading authority used when authorized. For retirement plans, the firm conducts quantitative and qualitative due diligence on fund companies, assists plan sponsors with investment selection, and provides ongoing monitoring and periodic reviews.
Noteworthy aspects relative to peers include that Acorn sponsors a wrap fee program and accepts hourly financial planning engagements in addition to percentage‑of‑AUM arrangements, and it explicitly offers pension consulting services and can serve as a 3(21) fiduciary for plan sponsors—features that are uncommon among investment managers of its category. The firm is newly registered and currently reports no assets under management, which may be relevant for institutional clients assessing experience and operational track record.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Business Financial Management
Cash flow / budgeting
Fee options
Financial planning and consulting fixed fees up to $10,000; ongoing annual planning fee up to $10,000; retirement plan consulting flat annual fee possible
$0 - $1,000,000: 1.5% $1,000,001 - $2,000,000: 1.4% $2,000,001 - $3,000,000: 1.25% $3,000,001 - $4,000,000: 1.1% $4,000,001+: .95%
$450 per hour for financial planning and consulting services
Account minimum: $50,000 Fee-only: Financial planning fees: $450 per hour, up to $10,000 fixed fee, ongoing annual planning fee up to $10,000
Main office location
Acorn Asset Management LLC
300 Witherspoon Street, Suite 201
Princeton NJ 08542, United States
Number of offices
1
Most active in
Acorn Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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