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Gene Yates

Abridge Partners, LLC
26 Years of Experience
Jackson, MS
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
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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 Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 116 clients with $120M in assets under management.

Abridge Partners, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
116 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$124.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $6.0M0.85%
$6.0M - $10.0M0.75%
$10.0M - $20.0M0.65%
$20M+0.65%

Fees are negotiable. Sub-advisor and platform fees may apply in addition to Abridge Partners' fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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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 9 mos
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

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
No exam information available for this advisor.
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