Julie Briar
Julie Briar is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Des Peres, MO, with 31 years of industry experience. Julie 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 Ste 200, Des Peres, MO, 63131
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2022Other Business Activities
Julie operates under several DBAs for her LPL business, including Cornerstone Wealth Services, Cornerstone Wealth Management, and Cornerstone Wealth Portfolios. She also provides investment advisory services through Cornerstone Wealth Management LLC, dedicating nearly full-time hours to this activity, and has a business entity called Be A Briar for tax/investment purposes, also dedicating nearly full-time hours.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Edward JonesBroker
State Registrations10 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.