Acropolis Investment Management, L.l.c.

Acropolis Investment Management, LLC is a fee-only wealth management firm established in 2002. They offer financial advisory and investment management services to individuals, institutional clients, company-sponsored retirement plans, and more. Acropolis primarily uses individual stocks, bonds, ETFs, and third-party managed products for client portfolios. They may also assist in selecting sub-advisors for specific strategies. The firm is owned by six management employees, with Christopher B. Lissner and David B. Ott as principal owners. For individual clients, fees range from 0.40% to 1.25% based on tiered assets under management. Institutional clients pay fees ranging from 0.25% to 0.80%. Company-sponsored retirement plan fees are based on a percentage of plan assets, with a minimum fee of $9,000. Acropolis may recommend IRA rollovers, potentially resulting in a conflict of interest, but they are required to act in the client's best interest. Acropolis employs a portfolio decision-making process based on asset allocation, focusing on tax-efficient strategies and low turnover. They provide regular portfolio reviews and have a minimum account size of $1,000,000. The firm has custody of client funds with qualified custodians and offers full trading discretion for clients. Acropolis engages in proxy voting for clients who grant them discretionary authority. The firm has no disciplinary events and maintains financial stability.