Larry Bridwell
Larry Bridwell is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 28 years of industry experience. Larry 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
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 ActivitiesSells Insurance
Larry provides investment advisory services through Cornerstone Wealth Management, LLC and Steamboat Financial Group, spending full-time on these activities. He also works as a non-variable insurance agent for The Pickett Group and Broker Services Marketing Group, dedicating minimal time to these roles.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Distributors, INC.Broker
Griffin Capital Securities, INC.Broker
Priority Capital Investments, LLCBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
New England SecuritiesBroker
Planco Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations20 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.