CA
CA

Christopher Anderson

17 Years of Experience
BrokerSells Insurance

Christopher Anderson is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 17 years of industry experience. Christopher 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 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 5 mos
LPL Financial LLCBroker
October 2014 - Present · 11 yrs 6 mos
Previous Registrations
Edward Jones
May 2008 - October 2014 · 6 yrs 5 mos
Edward JonesBroker
April 2008 - October 2014 · 6 yrs 6 mos
State Registrations16 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.