LF
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Laura Fenton

9 Years of Experience
Des Peres, MO
Broker

Laura Fenton is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Des Peres, MO, with 9 years of industry experience. Laura 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

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

Laura provides administrative support to Cornerstone Wealth Management, an independent investment advisor firm, dedicating full-time hours to this activity. She also uses Fenton Financial Group for tax/investment purposes, spending about a quarter of her time on it.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
May 2018 - Present · 8 yrs
LPL Financial LLC
January 2017 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
January 2017 - Present · 9 yrs 4 mos
State Registrations11 states
AKARAZFLILMONDNYOKORUT
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.
Laura Fenton - Financial Advisor | TrueAdvisor