Gregory Shoemaker
Gregory Shoemaker is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 31 years of industry experience. Gregory 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 Road, Suite 104, St. Peters, MO, 63376
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business Activities
Gregory operates under several DBAs for his LPL business, including Cornerstone Wealth Management, Cornerstone Wealth Management LLC, Cornerstone Wealth Services, and Cornerstone Wealth Portfolios. He also rents office space to LPL advisors, dedicating minimal time to this activity.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations15 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.