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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

91

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Cornerstone Wealth Management, LLC

7417 Mexico Road, Suite 104

St. Peters MO 63376, United States

Number of offices

43

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