Sandra Callier
Sandra Callier is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 23 years of industry experience. Sandra 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
7417 Mexico Road, Suite, St. Peters, MO, 63376
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business Activities
Sandra is involved in tax preparation, accounting, and bookkeeping, dedicating minimal time to it. She also operates under the DBAs Cornerstone Wealth Management, LLC and Cornerstone Wealth Portfolios, providing financial planning and asset management, which takes about half of Sandra's time.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward JonesBroker
State Registrations9 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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