Important Disclosures

General Disclosure

Acumen Wealth Advisors, LLC® is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Acumen Wealth Advisors, LLC® and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Acumen Wealth Advisors, LLC® unless a client service agreement is in place.

Links to Other Websites

Acumen Wealth Advisors, LLC® provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Acumen Wealth Advisors, LLC® is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Market Commentaries/Blog

The commentary on this website reflects the personal opinions, viewpoints and analyses of the Acumen Wealth Advisors, LLC® employees providing such comments, and should not be regarded as a description of advisory services provided by Acumen Wealth Advisors, LLC® or performance returns of any Acumen Wealth Advisors, LLC® investment client.  The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.  Acumen Wealth Advisors, LLC® manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss.  Past performance is no guarantee of future results.

Retention Rate

Retention Rate is calculated by Acumen Wealth Advisors, LLC® (AWA) using the average of the past five full calendar years of client data. Each year’s retention rate is calculated by dividing the total number of households lost by the total number of households at the end of the calendar year rounded to the nearest whole percentage point. This is updated annually and aligns with the March 31st Form ADV filing. AWA does not consider deceased accounts as lost if the assets are maintained under AWA investment management via the beneficiary. This retention rate data should not be construed as a past or current endorsement of AWA by its clients or a guarantee of the results that a new client will receive.