Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $1000K | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable.
Fee Estimator
Cornerstone Wealth Management's fees are based on a percentage of your assets under management. The maximum annual percentage charged is up to 2.4% for assets $0 to $499,999.99, up to 1.9% for assets $500,000 to $999,999.99, and up to 1.4% for assets over $1,000,000. Fees are negotiable and billed quarterly in advance. There is no minimum account size to open or maintain an account.
Areas of Practice
Advisor Information
Office location
13358 Manchester Rd, Suite 200, Des Peres, MO, 63131
Get directionsRegulatory History (1)
Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Christopher is involved in several business activities, including Cornerstone Wealth Management and Steamboat Financial Group, through which he provides investment advisory services. He also spends minimal time on non-variable insurance through Brokers Service Marketing Group and owns rental real estate.