GJ

Gene A. Yates, JR

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
120 clients
Average Client Portfolio
$857K average
Assets Under Management
$102.8M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $6.0M0.85%
$6.0M - $10.0M0.75%
$10.0M - $20.0M0.65%
$20M+0.20%

There will be a $15,000 minimum fee, applicable only to portfolios of less than $1.5 million. All fees and minimums are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$15,000
Financial Plan Fee:$5,000 - $50,000
Hourly Rate:$350 - $500/hr

Abridge Partners operates on a fee-only basis. Investment consulting fees are based on the market value of assets, calculated as a percentage. There is a $15,000 minimum fee for portfolios under $1.5 million. Financial planning fees are negotiable, ranging from $350 to $500 hourly, or fixed fees from $5,000 to $50,000, based on complexity and advisor experience. All fees and minimums are negotiable. The minimum investment required to open an account in the Institutional Intelligent Portfolios® is $5,000.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingCharitable GivingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

Jackson, MS

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1988
Settled
Other Business ActivitiesSells Insurance

Gene is licensed to sell life and health insurance.

Employment History
Current Registrations
Abridge Partners, LLC
January 2021 - Present · 5 yrs
Previous Registrations
Abridge Partners, LLC
December 2007 - December 2020 · 13 yrs
Ffr Advisory, INC.
March 2006 - December 2007 · 1 yr 9 mos
Ffr Advisory
February 2000 - July 2007 · 7 yrs 5 mos
State Registrations1 state
MS
Advisor
Exams
No exam information available for this advisor.