Brian Smith is a CFP-designated registered investment advisor at Acropolis Investment Management, L.L.C., based in Chesterfield, MO, with 30 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,026 clients with $2.2B 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.
Fee Estimator
Location
14567 North Outer Forty Road, Suite 200, Chesterfield, MO, 63017
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian is a partner in GSK Farms, a farm rental business, since 1983. He owns the land and dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Acropolis Investment Management, L.L.C.
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Scottrade Investment Management
Scottrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
A. G. Edwards & Sons, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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