Charles Eller is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Louis, MO, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 18,812 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $1000K | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.
Fee Estimator
Location
St. Louis, MO
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Regulatory 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 Activities
Charles operates Cornerstone Wealth Management as a DBA for his LPL business and as a registered investment advisor representative, dedicating full-time hours to this. He also has a business entity, Eller Wealth Strategies, for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Park Avenue Securities LLCBroker
Guardian Investor Services LLCBroker
Invest Financial CorporationBroker
Jackson National Life Distributors, INC.Broker
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.