DW
CFP
DW
CFP
Dannelle Ward
23 Years of Experience
1 Disclosure
Dannelle Ward is a CFP-designated registered investment advisor at Acropolis Investment Management, L.L.C., based in Chesterfield, MO, with 23 years of industry experience. Dannelle 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
14755 North Outer Forty, Suite 100, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2001Denied
Employment History
Current Registrations
Acropolis Investment Management, L.L.C.
September 2002 - Present · 23 yrs 7 mos
State Registrations2 states
MOTX
Advisor
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Exams
No exam information available for this advisor.