Acropolis Investment Management manages investment portfolios and provides financial advisory services for individuals, trusts, estates, institutions, and retirement plans. Acropolis works with clients to understand their financial goals, risk tolerance, and time horizon to develop a customized investment program outlined in an Investment Policy Statement. The firm primarily employs individual stocks, bonds, exchange-traded funds, mutual funds, and separately managed accounts, utilizing a strategy focused on asset allocation, tax efficiency, and low portfolio turnover. Acropolis operates as a registered investment advisor with offices in Chesterfield, Missouri, and manages billions of dollars in client assets.
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.
