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Thomas Anthony Yako

26 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,347 clients
Average Client Portfolio
$956K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.03%
$500K - $1.1M0.03%
$1.1M - $2.0M0.02%
$2M+0.01%

Fees are subject to negotiation depending on specific circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1301 East 9th Street, Suite 3700, Cleveland, OH, 44114

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Mcdonald Partners LLC
January 2006 - Present · 20 yrs 1 mo
Mcdonald Partners LLCBroker
January 2006 - Present · 20 yrs 1 mo
Mcdonald Partners LLC
January 2006 - Present · 20 yrs 1 mo
Previous Registrations
Mcdonald Investments INC.Broker
July 1999 - January 2006 · 6 yrs 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Thomas Anthony Yako - Financial Advisor | TrueAdvisor