Dannelle Ward
Dannelle Ward is a CFP-designated registered investment advisor at Acropolis Investment Management, based in Chesterfield, MO, with 24 years of industry experience. Dannelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,045 clients with $2.6B 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 based on portfolio size, level of discretion, and asset classes managed. Full-time employees pay no fee.
Fee Estimator
Location
14755 North Outer Forty, Suite 100, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Employment History
Current Registrations
Acropolis Investment Management
State Registrations2 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.
Exams
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