Gene Yates
Gene Yates is a registered investment advisor at Abridge Partners, LLC, based in Jackson, MS, with 26 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 120 clients with $100M 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 - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.20% |
The total managed account fee will include Abridge Partners’s tiered fee as outlined in the fee schedule (negotiable), plus a model manager and platform fee if the sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable). There will be a $15,000 minimum fee, applicable only to portfolios of less than $1.5 million. For portfolio values less than $1.5 million, clients may be able to obtain comparable services at a lower cost elsewhere. Quarterly performance reports are available for an additional fee of $1,500 per year for accounts below $1.5 million. All fees and minimums are negotiable at our sole discretion.
Fee Estimator
Location
Jackson, MS
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1988Other Business ActivitiesSells Insurance
Gene is licensed to sell life and health insurance.
Employment History
Current Registrations
Abridge Partners, LLC
Previous Registrations
Abridge Partners, LLC
Ffr Advisory, INC.
Ffr Advisory
State Registrations1 state
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.