Abridge Partners, LLC logo

Abridge Partners, LLC

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Total assets under management

$123,997,709

Total clients

116

100% high-net worth

Total advisors

3

of 5 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

39

Average account size

$1,068,946

About

Abridge Partners primarily serves high‑net‑worth individuals (and their trusts, estates, and retirement accounts), along with charitable organizations and corporate pension/profit‑sharing plans. The firm reports $123,997,709 in assets under management across about 116 client relationships and operates with three advisors, offering investment management, financial planning, and consulting on both discretionary and non‑discretionary bases.

The firm’s investment approach blends active and passive strategies with a foundational reliance on fundamental analysis and an institutional, core‑and‑satellite framework that can include concentrated satellite positions, private capital, real assets, and tax‑aware techniques such as tax‑loss harvesting. Abridge allocates client assets among independent managers and privately placed securities, regularly monitors third‑party sub‑advisers, and accesses strategies through the Callan UMA/overlay platform when appropriate.

Notable distinctions include its joint corporate ownership (Wealth Guardian, Inc. and Gene Yates & Associates, LLC each hold a 50% interest) and affiliations with other advisory entities and insurance activities; several advisory representatives hold state insurance licenses and may receive commission‑based compensation for insurance and annuity sales despite the firm’s primary asset‑based advisory model. The firm also advises on assets maintained outside primary custodians (for example, variable life insurance and annuity contracts) and generally does not serve non‑high‑net‑worth individual clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Annuities

Fee options

Fixed

Flat fees or combination of flat fee and percentage based fees may be charged; negotiable

Percentage

$0 - $3,000,000: 1.00% annually $3,000,001 - $6,000,000: 0.85% annually $6,000,001 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.65% annually $20,000,001+: Negotiable

Commissions

Advisory professionals may receive commission-based compensation for sale of insurance products (commissions for insurance sales)

Project-based

Hourly charges may be applied for financial planning and consulting services; payment negotiated at time of engagement

Other

Fee-only: Fee-only compensation; fees typically based on assets under management or flat amount; all fees negotiable

Main office location

Abridge Partners, LLC

Jackson MS, United States

Number of offices

2

Most active in

Arizona · Maryland · Mississippi · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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