Brian
Smith

Acropolis Investment Management, L.L.C

CRD#2605642
Investment Advisor
in Chesterfield, MO

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About this Advisor

Brian Smith is a financial advisor based in Chesterfield, Missouri, working with Acropolis Investment Management, L.L.C. Brian has previously held positions at Scottrade, Acropolis Investment Management, and Valic Financial Advisors, Inc. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Brian is part of Acropolis Investment Management, L.L.C, which operates out of Chesterfield, Missouri. The firm has 43 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Acropolis Investment Management, L.L.C includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14567 North Outer Forty Road Suite 200
Chesterfield, MO 63017

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Acropolis Investment Management, L.L.C Brokerage Details

Total Assets Under Management

$1,921,770,519

MO Average: $11,469,110,461
Total Number of Employees

43

MO Average: 458
Total Number of Accounts

3,695

MO Average: 33,415
Average Account Size

$520,100

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Brian Smith Work History

2018 - Present (6 years)

Acropolis Investment Management

2018 - 2018 (< 1 year)

Valic Financial Advisors, Inc

2014 - 2018 (4 years)

Scottrade

Disclosures

Please visit the SEC profile of Brian Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Acropolis Investment Management, L.L.C

Amanda Mertens
Chesterfield, MO
Christian Wagner
Chesterfield, MO
Brian Smith
Chesterfield, MO
Andrea Lathrop
Chesterfield, MO
Kaley Pogrelis
Chesterfield, MO
John Mcclelland
Chesterfield, MO
Jessica Behrens
Chesterfield, MO
Maria Wagner
Chesterfield, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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