Jimmy Enlow
Jimmy Enlow is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 21 years of industry experience. Jimmy 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
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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 Activities
Jimmy is associated with Cornerstone Wealth Management, LLC since 2012, where he is a registered investment advisor. He also operates under the DBA Cornerstone Wealth Portfolios for his LPL business, dedicating over half his time to these activities.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward JonesBroker
State Registrations7 states
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