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Brooke Wadkowski

Cornerstone Wealth Management, LLC
1 Year of Experience
St. Peters, MO
Broker
View SEC Summary
View SEC Summary

Brooke Wadkowski is a registered investment advisor at Cornerstone Wealth Management, LLC, based in St. Peters, MO, with 1 years of industry experience. Brooke 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

7417 Mexico Rd., 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 Activities

Brooke operates under the DBAs Cornerstone Wealth Portfolios and Cornerstone Wealth Management for her LPL business, dedicating full-time hours to each. She also provides administrative support to Cornerstone Wealth Management, LLC, and is involved with Shoemaker Wadkowski Wealth LLC for tax/investment purposes, spending about 10-20% of her time on this.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLCBroker
December 2024 - Present · 1 yr 10 mos
State Registrations1 state
MO
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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