Theodore Yoos
Theodore Yoos is a CFP-designated registered investment advisor at Cornerstone Financial Management LLC, based in Burlington, MA, with 26 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 108 clients with $170M 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 and minimums may be negotiable in certain cases at the firm's discretion.
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
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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