Daniel Smith
Daniel Smith is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 28 years of industry experience. Daniel 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 Activities
Daniel operates under several DBAs for his LPL business, including Cornerstone Wealth Management, Cornerstone Wealth Portfolios, and DPK3. He also jointly owns a vacation rental property with his spouse, but dedicates no time to it.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Sunamerica Capital Services, INC.Broker
Proequities, INC.Broker
Pfic Securities CorporationBroker
Magna InvestmentsBroker
Ffp Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations3 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.