Mark Minton
Mark Minton is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Des Peres, MO, with 21 years of industry experience. Mark 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
13358 Manchester Rd, Suite 200, Des Peres, MO, 63131
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark operates Cornerstone Wealth Management and Cornerstone Wealth Portfolios as DBAs for his LPL business, dedicating full-time hours. He is also a general agent at Comprehensive Benefits LLC, an insurance agency, spending about a quarter of his time selling various insurance plans.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations30 states
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