Theodore Gerven is a CFP-designated registered investment advisor at Memento Financial Planning, based in Oak Bluffs, MA, with 9 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 38 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
MFP charges a fixed monthly or quarterly fee for investment advisory services, ranging from $6,000 to $12,000 annually, or $1,500 to $3,000 per quarter. This fee is based on 1% of client assets under management upon engagement and is re-evaluated annually. Financial planning is included in this fee. If the fixed fee exceeds an annual rate of 2% of the client’s assets under management, the client must pay fees directly.
Contact
Theodore Gerven
Location
Oak Bluffs, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Memento Financial Planning
Previous Registrations
Origin Financial
Compass Wealth Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.
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