Thomas Gooden
Thomas Gooden is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 33 years of industry experience. Thomas 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
7417 Mexico Rd, Suite 104, St. Peters, MO, 63376
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Thomas is a registered investment advisor with Cornerstone Wealth Management LLC, dedicating nearly full-time hours to this activity. He is also an agent for non-variable insurance through Pickett Group, Inc, spending minimal time on this.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward JonesBroker
State Registrations53 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.