Acropolis Investment Management provides financial advisory and investment management services to individuals, institutions, and company-sponsored retirement plans. For individuals, Acropolis helps formulate investment objectives and develops personalized investment programs. The firm primarily uses individual stocks, bonds, exchange-traded funds, and third-party managed products. Acropolis may also assist in selecting sub-advisors for specific strategies. For retirement plans, Acropolis provides investment advice and educational sessions to plan participants.
Assets Under Management$2.2B
Clients1,026
Advisors36
Avg. per Client$2.1M
Avg. per Advisor$61M
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
36 Advisors at this firm
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