William Mckillip
William Mckillip is a CFP-designated registered investment advisor at Acropolis Investment Management, L.L.C., based in Chesterfield, MO, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,026 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.15% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.5M | 0.85% |
| $5.5M - $10.5M | 0.75% |
| $10.5M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
14567 North Outer Forty Road, Suite 200, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a sales partner at McKillip Financial Services, offering life, health, disability, and long-term care insurance since 1995. This activity requires minimal time.
Employment History
Current Registrations
Acropolis Investment Management, L.L.C.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.