Brian Boehle
Brian Boehle is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Des Peres, MO, with 25 years of industry experience. Brian 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 (2)
Customer Dispute
February 2009Criminal
November 1995Other Business Activities
Brian operates Cornerstone Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor Hybrid, dedicating full-time hours. He also has Boehle Investments LLC for tax/investment purposes, but spends no time on it, and Cornerstone Wealth Portfolios as another DBA for his LPL business, also full-time.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations11 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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