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Gabriel Silva

24 Years of Experience
St. Peters, MO
Broker

Gabriel Silva is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 24 years of industry experience. Gabriel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
93 advisors
Number of Clients
18,812 clients
Average Client Portfolio
$217K average
Assets Under Management
$4.1B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.40%
$500K - $1000K1.90%
$1M+1.40%

Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.

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

7417 Mexico Road, Suite 104, St. Peters, MO, 63376

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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

Gabriel is a registered investment advisor representative (IAR) with Cornerstone Wealth Management, dedicating nearly full-time hours to providing investment advisory services. He also uses Cornerstone Wealth Management and Cornerstone Wealth Portfolios as DBAs for his LPL business, and Silva Wealth Management LLC as a business entity for tax/investment purposes.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
January 2019 - Present · 7 yrs 4 mos
LPL Financial LLCBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Independent Financial Partners
June 2016 - March 2019 · 2 yrs 9 mos
LPL Financial LLC
December 2010 - December 2016 · 6 yrs
Edward Jones
September 2008 - November 2010 · 2 yrs 2 mos
Edward JonesBroker
July 2001 - November 2010 · 9 yrs 4 mos
State Registrations11 states
ARFLGAILINMANJNVOKPATX
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.