Donald Aulbert
Donald Aulbert is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 26 years of industry experience. Donald 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
7414 Mexico Road, Suite 104, St. Peters, MO, 63376
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Donald is associated with Cornerstone Wealth Management, LLC since 2012, spending about a quarter of his time on securities trading. He also provides financial planning and asset management for a fee. Additionally, Donald is associated with Cornerstone Wealth Portfolios since 2023, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward JonesBroker
State Registrations21 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.