Assets Under Management
$4.1B
Number of Clients
18,812
Number of Advisors
93
Average Client AUM
$217K
AUM per Advisor
$43.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cornerstone Wealth Management provides investment advisory services through a wrap fee program. They manage assets for individuals, high-net-worth individuals, trusts, pension plans, and businesses. The firm emphasizes continuous account supervision and tailors investment strategies to client needs.
7417 Mexico Road, Suite 104, St. Peters, MO, 63376