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Charles Eller

Cornerstone Wealth Management, LLC
25 Years of Experience
St. Louis, MO
Broker
View SEC Summary
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Charles Eller is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Louis, MO, with 25 years of industry experience. Charles 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.

Cornerstone Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
12,691 clients
Average Client Portfolio
$389K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.40%
$500K - $1.0M1.90%
$1M+1.40%

Fees are negotiable. Individual advisors joining the firm may grandfather previously established fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

St. Louis, MO

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Charles operates Cornerstone Wealth Management as a DBA for his LPL business and as a registered investment advisor representative, dedicating full-time hours to this. He also has a business entity, Eller Wealth Strategies, for tax/investment purposes, requiring minimal time.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
May 2015 - Present · 11 yrs 5 mos
LPL Financial LLCBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
March 2012 - May 2015 · 3 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
March 2012 - May 2015 · 3 yrs 2 mos
LPL Financial LLC
October 2011 - April 2012 · 6 mos
LPL Financial LLCBroker
October 2010 - April 2012 · 1 yr 6 mos
Park Avenue Securities LLCBroker
July 2010 - October 2010 · 3 mos
Guardian Investor Services LLCBroker
April 2005 - July 2008 · 3 yrs 3 mos
Invest Financial CorporationBroker
July 2004 - April 2005 · 9 mos
Jackson National Life Distributors, INC.Broker
October 2002 - August 2003 · 10 mos
UBS Painewebber INC.Broker
May 2001 - October 2002 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - May 2001 · 2 mos
A. G. Edwards & Sons, INC.Broker
November 1997 - March 2001 · 3 yrs 4 mos
State Registrations3 states
ILMOTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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