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Ty Young

22 Years of Experience
Atlanta, GA
4 DisclosuresSells Insurance

Ty Young is a registered investment advisor at Young Investment Advisors, INC, based in Atlanta, GA, with 22 years of industry experience. Ty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3 clients with $6.1K in assets under management.

Compensation
Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$6K

Fee Structure

Clients can contract with Young Investment Advisors on an annual basis for ongoing financial advice and guidance. The annual retainer fee ranges from $300 to $1,500 per year, billed in quarterly installments. The fee varies depending on the complexity of the client's situation, the number of meetings, the amount of research required, and the number of financial and investment advisory issues the client may have.

Young Investment Advisors offers advisory services on a fixed fee and hourly fee basis.

  • Fixed fee: $100 to $450, payable one-half upfront and the balance upon presentation of a written recommendation.
  • Hourly fee: $100 to $200 per hour, payable as invoiced.
Annual Retainer:$300 - $1,500/year
One-Time Plan:$100 - $450
Hourly Rate:$100 - $200/hr
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Location

3350 Riverwood Parkway, Suite 1125, Atlanta, GA, 30339

Get directions

History

Regulatory History (4)
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Customer Dispute
September 2009
Closed-No Action
Customer Dispute
August 2008
Pending
Customer Dispute
February 2008
Closed-No Action
Employment Separation After Allegations
May 1998
Other Business ActivitiesSells Insurance

Ty is the CEO of Ty J. Young Inc., where he sells annuities and other insurance products, dedicating full-time hours to leading and managing the business. He also owns and operates Team Young Racing, and provides management/consulting services to his companies through Y5 Management, taking minimal time for each.

Employment History
Current Registrations
Young Investment Advisors, INC
April 2003 - Present · 23 yrs 1 mo
State Registrations1 state
GA
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.
Ty Young - Financial Advisor | TrueAdvisor