Jonathan Yates
Jonathan Yates is a registered investment advisor at Tlg Advisors, INC., based in Kingsport, TN, with 23 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.
Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.
Location
1475 E Center Street, Kingsport, TN, 37664
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is involved in several business activities, including owning a car restoration shop (Bear Brothers LLC) and a real estate holding LLC (Yates Enterprises LLC). He is also a principal insurance agent at The Yates Agency Inc, an IAR Rep at TLG Advisors, Inc, and owns and operates a financial services office, KOL Financial. The insurance business takes nearly full-time hours.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Nationwide Securities, LLCBroker
State Registrations7 states
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