Dean Millonas
Dean Millonas is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Des Peres, MO, with 31 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
13358 Manchester Rd, 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
Dean is affiliated with Cornerstone Wealth Management and Cornerstone Wealth Portfolios, spending a significant portion of his time (55% each) on these activities. He also has a business entity for tax/investment purposes and another investment-related activity, each requiring minimal time.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations30 states
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