Andrew Lohmeyer is a CFP-designated registered investment advisor at Cornerstone Wealth Management, LLC, based in Des Peres, MO, with 18 years of industry experience. Andrew 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
13358 Manchester Rd, Suite 200, Des Peres, MO, 63131
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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
Andrew operates under several DBAs for his LPL business, including Cornerstone Wealth Management and Cornerstone Wealth Portfolios. He also provides financial planning and asset management through Cornerstone Wealth Management, LLC, and uses Evolution Financial Services, LLC for accounting purposes, dedicating about half of his time to investment advisory services.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations25 states
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