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 (2)
Customer Dispute
February 2009Criminal
November 1995Other Business Activities
Brian operates Cornerstone Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor Hybrid, dedicating full-time hours. He also has Boehle Investments LLC for tax/investment purposes, but spends no time on it, and Cornerstone Wealth Portfolios as another DBA for his LPL business, also full-time.