Dorothy Yates is a CFP-designated registered investment advisor at Eaglestrong Financial, based in Memphis, TN, with 7 years of industry experience. Dorothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 92 clients with $82M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
1661 International Drive, Suite 400, Memphis, TN, 38120
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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 Activities
Dorothy owns Time Stand Still Photography since 2016, where she conducts photo sessions and edits pictures, dedicating minimal time. She is also an independent representative for Juice Plus since 2007, promoting the product, accepting orders, and managing customer accounts, also dedicating minimal time.
Employment History
Current Registrations
Eaglestrong Financial
State Registrations3 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.