Michael Etheridge
Michael Etheridge is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 20 years of industry experience. Michael 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
7417 Mexico Road, 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
Michael is associated with multiple investment-related entities: Stauros Financial LLC, Cornerstone Wealth Management, and Cornerstone Wealth Portfolios. He spends about half of his time as an investment advisor representative (IAR) for Cornerstone Wealth Management and Cornerstone Wealth Management, LLC.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations11 states
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