DW
CFP
DW
CFP
Dannelle Ward
23 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,026 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$2.2B
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
14755 North Outer Forty, Suite 100, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2001Denied
Employment History
Current Registrations
Acropolis Investment Management, L.L.C.
September 2002 - Present · 23 yrs 6 mos
State Registrations2 states
MOTX
Advisor
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.
Exams
No exam information available for this advisor.