CA
CA

Christopher Anderson

18 Years of Experience
Joplin, MO
BrokerSells Insurance

Christopher Anderson is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Joplin, MO, with 18 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
12,691 clients
Average Client Portfolio
$389K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.40%
$500K - $1.0M1.90%
$1M+1.40%

Fees are negotiable. Individual advisors joining the firm may grandfather previously established fee schedules.

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

1801 W. 32nd St., Building C, Suite 201, Joplin, MO, 64804

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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 ActivitiesSells Insurance

Christopher operates Cornerstone Wealth Management as a DBA for his LPL business and is a registered investment advisor hybrid. He also has involvement with Anderson Investments, LLC, Pickett Group, Inc., Cornerstone Wealth Portfolios, and BUI, some of which involve non-variable insurance products.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
November 2014 - Present · 11 yrs 11 mos
LPL Financial LLCBroker
October 2014 - Present · 12 yrs
Previous Registrations
Edward Jones
May 2008 - October 2014 · 6 yrs 5 mos
Edward JonesBroker
April 2008 - October 2014 · 6 yrs 6 mos
State Registrations17 states
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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.
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