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GJ
GJ

Gene A. Yates, JR

Abridge Partners, LLC
25 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Abridge Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
120 clients
Average Client Portfolio
$857K average
Assets Under Management
$102.8M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $6.0M0.85%
$6.0M - $10.0M0.75%
$10.0M - $20.0M0.65%
$20M+0.20%

Minimum fee of $15,000 applies to portfolios less than $1.5 million. All fees and minimums are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$15,000

Location

Jackson, MS

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1988
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gene is licensed to sell life and health insurance.

Employment History
Current Registrations
Abridge Partners, LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Abridge Partners, LLC
December 2007 - December 2020 · 13 yrs
Ffr Advisory, INC.
March 2006 - December 2007 · 1 yr 9 mos
Ffr Advisory
February 2000 - July 2007 · 7 yrs 5 mos
State Registrations1 state
MS
Advisor
Exams
No exam information available for this advisor.