Blake Swenson
Blake Swenson is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Washington, MO, with 3 years of industry experience. Blake 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.
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 - $1.0M | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Individual advisors joining the firm may grandfather previously established fee schedules.
Fee Estimator
Location
820 E 6th Street, Washington, MO, 63090
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Blake operates under several DBAs for his LPL business, including Cornerstone Wealth Management, Steamboat Financial Group, and Cornerstone Wealth Portfolios. He also works with Broker Services Marketing Group selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
State Registrations15 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.
Exams
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