Tallie Young
Tallie Young is a registered investment advisor at Ameritas Advisory Services, LLC, based in Sachse, TX, with 29 years of industry experience. Tallie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
Sachse, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2011Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Tallie is a licensed independent insurance agent selling fixed insurance products through Tallie O Young and Associates, LLC, dedicating full-time hours to this. She also purchases nutritional supplements and natural products from Shaklee for personal and family use, requiring minimal time.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Investment Company, LLC
Previous Registrations
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Locust Street Securities, INC.Broker
State Registrations10 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.