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Benjamin Toben

Cornerstone Wealth Management, LLC
16 Years of Experience
Des Peres, MO
Broker
View SEC Summary
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Benjamin Toben is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Des Peres, MO, with 16 years of industry experience. Benjamin 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.

Cornerstone Wealth Management, LLC
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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View Full SEC Brochure

Location

13358 Manchester Road Suite 200, Des Peres, MO, 63131

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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 Activities

Benjamin operates Cornerstone Wealth Management as a DBA for LPL business and as a Registered Investment Advisor Hybrid, dedicating full-time hours to these activities. He also serves on the Board of Aldermen for Manchester Municipal Government and is a season ticket holder selling tickets on Stubhub.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
September 2016 - Present · 10 yrs 1 mo
LPL Financial LLCBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Edward Jones
January 2010 - August 2016 · 6 yrs 7 mos
Edward JonesBroker
December 2009 - August 2016 · 6 yrs 8 mos
State Registrations16 states
CACOCTFLGAILKSKYLAMIMOMSNJPATXWA
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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