DP
DP

Daniel Parker

15 Years of Experience
Brentwood, TN
Sells Insurance

Daniel Parker is a registered investment advisor at Acropolis Partners, LLC, based in Brentwood, TN, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $44M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
46 clients
Average Client Portfolio
$960K average
Assets Under Management
$44.2M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Management fee is negotiable based on the size of the account; you may aggregate accounts to achieve a lower fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 Creekside Crossing, Suite 1700-120, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Daniel works as an insurance agent, dedicating a few hours per week to insurance sales. This activity is investment-related and occurs in the same office.

Employment History
Current Registrations
Acropolis Partners, LLC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Zermatt Securities, INC.Broker
October 2019 - November 2020 · 1 yr 1 mo
Hayden Royal
August 2019 - April 2021 · 1 yr 8 mos
Cary Street PartnersBroker
February 2016 - August 2019 · 3 yrs 6 mos
Cary Street Partners
February 2016 - August 2019 · 3 yrs 6 mos
Stifel, Nicolaus & Company, Incorporated
September 2011 - February 2016 · 4 yrs 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2011 - February 2016 · 4 yrs 11 mos
State Registrations3 states
ARGATN
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.