Gregory Shoemaker
Gregory Shoemaker is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 32 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 12,691 clients with $4.9B 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 - $1.0M | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Individual advisors joining the firm may grandfather 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.
Exams
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