Christopher Swenson
Christopher Swenson is a CFP-designated registered investment advisor at Cornerstone Wealth Management, LLC, based in Des Peres, MO, with 29 years of industry experience. Christopher 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
13358 Manchester Rd, Suite 200, Des Peres, MO, 63131
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Christopher is involved in several business activities, including Cornerstone Wealth Management and Steamboat Financial Group, through which he provides investment advisory services. He also spends minimal time on non-variable insurance through Brokers Service Marketing Group and owns rental real estate.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations31 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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