For Clients / Who We Serve

Who we work with, and where you fit.

Our Form ADV Part 2A lists the types of clients Acrylic generally advises. Here they are in plain words, with what each one means if you are thinking about working with us.

  1. Individuals

    Individuals are the first type of client our brochure lists. You can come to us for ongoing portfolio management, for a financial plan, or for both.

    The program is tailored to you. It starts with an interview to get to know your needs, and your Investment Policy Statement records your income, your tax levels and your tolerance for risk.

    If others in your household also have accounts with us, those accounts are added together to set the portfolio management fee rate, unless you tell us otherwise.

  2. High-net-worth individuals

    Our brochure lists high-net-worth individuals as a type of client of their own. The services are those described in Item 4 of the brochure, tailored to each client.

    The portfolio management fee schedule steps down at higher asset levels, and the rate for your tier applies to the whole balance. Fees are generally negotiable. How our fees work.

  3. Corporations

    Corporations are on the list too. A company can be a client in its own right.

    For financial planning, a fixed fee does not differ between an individual and a corporation on that basis alone. It turns on the complexity and the scope of the work.

  4. No account minimum

    We work with people who are just starting out, and with people who have a lot to invest.

    There is no account minimum for any of Acrylic's services, and there is no charge for an initial consultation.

    You do not need a certain balance before you can ask us a question, open an account or ask for a plan.

  5. Savings held somewhere else

    Not everything has to move to us. We can give ongoing advice on assets we do not hold or trade, such as savings in an employer-sponsored retirement plan or an account at another custodian.

    Investment planning can also help you choose among the investments available inside a company retirement plan. Advice on assets we do not hold has its own fee.

  6. Your values, and your life as it changes

    You can set restrictions on certain securities or types of securities, in line with your values or your beliefs.

    A change in your life can trigger a fresh review of your accounts: a retirement, a job ending, a move or an inheritance. So can a material market, economic or political event.

The full list in our filing

Form ADV Part 2A, Item 7, lists the types of clients Acrylic generally advises:

  • Individuals
  • High-Net-Worth Individuals
  • Other Investment Advisers
  • Corporations
  • Pooled Investment Vehicles

Other investment advisers and pooled investment vehicles are described in the brochure and are not covered on this page.

The standard we are held to

When acting in an advisory capacity through Acrylic, our people are held to a fiduciary standard. Some are also registered representatives of Brooklight Place Securities, Inc., an affiliate, or licensed insurance agents, and may earn commissions in those roles. Work in those roles is not done through Acrylic, and insurance sales are not made as a fiduciary. Our Form CRS explains the conflicts this creates.

What we do not do

  1. We do not take physical custody of your money or your securities.
  2. We do not participate in wrap fee programs.
  3. We do not ask for, or accept, authority to vote your proxies.

Client types are from Item 7 of our Form ADV Part 2A brochure, dated March 3, 2026. Services, fees and conflicts are set out in the same brochure.

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Illustration. Client types, services, fees and conflicts of interest are described in Acrylic Financial's Form ADV Part 2A and Form CRS. Investing in securities involves a risk of loss.