Theodore York
Theodore York is a registered investment advisor at Argonautica Private Wealth Management, INC, based in Wellesley, MA, with 29 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 121 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee for Equity/Balanced investment strategy is 1.50%. Maximum annual advisory fee for Fixed Income investment strategy is 1.30%. Fees may be based on cumulative household assets under management.
Fee Estimator
Location
57 River Street, Suite 202, Wellesley, MA, 02481
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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
Theodore is a trustee for his mother-in-law and father-in-law, and a trustee for Sudbury Valley, all investment-related, requiring minimal time. He also has an insurance license and consults clients on insurance coverage allocations, spending minimal time on this activity.
Employment History
Current Registrations
Argonautica Private Wealth Management, INC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
Salomon Smith Barney INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 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.