Tambra Estill
Tambra Estill is a registered investment advisor at Advisory Services Network, based in Saratoga Springs, NY, with 10 years of industry experience. Tambra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
92 Congress St., Second Floor, Saratoga Springs, NY, 12866
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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
Tambra sells life and fixed insurance products as an agent, dedicating about 10-20% of her time to this activity since 2017. She also owns Straightline Strategies LLC (Branches + Roots Tax), where she spends minimal time during trading hours, and is the treasurer for C.R.E.A.T.E. Community Studios, spending minimal time per month. Tambra is also the owner/president of Bold Clarity LLC, dedicating full-time hours to this service company.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
The Investment Center, INC.Broker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
Ameritas Investment CORP.Broker
State Registrations2 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.