Dale Huber
Dale Huber is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Saint Charles, MO, with 28 years of industry experience. Dale 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
3964 S. Old Highway 94, Saint Charles, MO, 63304
Get directionsHistory
Regulatory History (1)
Regulatory
July 2001Other Business ActivitiesSells Insurance
Dale is involved in several business activities, including Dale G. Huber & Associates LLC (non-variable insurance and tax/investment purposes), E3 Tax, O'Neal Tax Service (both tax preparation/accounting), and Cornerstone Wealth Management/Portfolios (investment advisory). He spends full-time hours on Cornerstone Wealth Management, and about half his time on Cornerstone Wealth Portfolios.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations12 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.