Nathan Morse
Nathan Morse is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Osage Beach, MO, with 17 years of industry experience. Nathan 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
980 Executive Drive - Suite A, Osage Beach, MO, 65065
Get directionsHistory
Regulatory History (1)
Criminal
January 1995Other Business Activities
Nathan operates several businesses, including Cornerstone Wealth Management, Morse Wealth Management, and Cornerstone Wealth Portfolios, all related to his LPL business and investment advisory services, taking up all of his time. He also manages family businesses under the Masters Enterprises name, including real estate rentals, cattle, beehives, and a coin car wash, requiring minimal time.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations12 states
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.