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 ValueAnnual Fee
Up to $500K1.25%
$500K - $1.5M1.15%
$1.5M - $3.0M1.00%
$3.0M - $5.5M0.85%
$5.5M - $10.5M0.75%
$10.5M+0.40%

Fees may be negotiable.

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

14567 North Outer Forty Road, Suite 200, Chesterfield, MO, 63017

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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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Employment History
Current Registrations
Acropolis Investment Management, L.L.C.
December 2022 - Present · 3 yrs 3 mos
State Registrations1 state
MO
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.
Jennifer Orr - Financial Advisor | TrueAdvisor