Theodore Yoos
Theodore Yoos is a CFP-designated registered investment advisor at Cornerstone Financial Management LLC, based in Burlington, MA, with 25 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 97 clients with $140M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.68% |
| $10M+ | 0.50% |
Fee rates may be negotiable in certain cases. The minimum quarterly fee for both investment management and ongoing financial planning is $2,500.
Fee Estimator
Location
10 Mall Road, Suite 301, Burlington, MA, 01803-4131
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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 →Employment History
Current Registrations
Cornerstone Financial Management LLC
Previous Registrations
Back Bay Financial Group, INC.
Tanager Financial Services INC
State Registrations3 states
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