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
820 E 6th Street, Washington, MO, 63090
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Blake operates under several DBAs for his LPL business, including Cornerstone Wealth Management, Steamboat Financial Group, and Cornerstone Wealth Portfolios. He also works with Broker Services Marketing Group selling non-variable insurance, dedicating minimal time to this activity.