Dean West
Dean West is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Harrisburg, IL, with 42 years of industry experience. Dean 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
930 S. Commercial Street, Harrisburg, IL, 62946
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Dean operates under West Financial Services and Cornerstone Wealth Management, including roles as a Registered Investment Advisor. He also owns farmland, dedicating minimal time to it.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations20 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.