Cornerstone Wealth Management, LLC

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Total assets under management

$4,082,513,557

Total clients

18,564

31% high-net worth

Total advisors

of 139 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

204

Average account size

$219,916

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Lpl sponsored advisory programs; investment management & research subscription licensing

Fee options

Fixed

Financial planning and consulting flat fees generally range from $500 to $5,000; Retirement consulting flat fees generally range from $750 to $10,000 annually.

Percentage

$0 - $499,999.99: Up to 2.4% $500,000 - $999,999.99: Up to 1.9% $1,000,000+: Up to 1.4%

Commissions

Representatives may earn commissions for sales of securities or investment products in brokerage capacity, but not on advisory accounts.

Project-based

Up to $400 per hour for financial planning and consulting; $250 per hour for retirement account consulting and management.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Cornerstone Wealth Management, LLC

7417 Mexico Road, Suite 104

St. Peters MO 63376, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 636-397-6200

Advisors at this firm

Benjamin T

Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

David K

Series 63, Series 65

St. Peters, MO

Cornerstone Wealth Management, LLC

Eric A

Series 63, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Joseph K

Series 63, Series 66

Destin, FL

Cornerstone Wealth Management, LLC

Brooke W

Series 66

St. Peters, MO

Cornerstone Wealth Management, LLC

Donald A

Series 63, Series 65

St. Peters, MO

Cornerstone Wealth Management, LLC

Simon P

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Timothy W

Series 63, Series 65

Chesterfield, MO

Cornerstone Wealth Management, LLC

Andrew L

CFP®, Series 66

Des Peres, MO

Cornerstone Wealth Management, LLC

Alison H

CFP®, Series 66

Chesterfield, MO

Cornerstone Wealth Management, LLC

Gabriel S

Series 63, Series 66

St. Peters, MO

Cornerstone Wealth Management, LLC

Kassidy J

Series 66

Springdale, AR

Cornerstone Wealth Management, LLC

Christopher A

Series 66

St. Peters, MO

Cornerstone Wealth Management, LLC

Ashley C

Series 66

St. Peters, MO

Cornerstone Wealth Management, LLC

Roger W

Series 63, Series 66

Leland, NC

Cornerstone Wealth Management, LLC

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