Donald Monti is a registered investment advisor at Tlg Advisors, INC., based in Wexford, PA, with 44 years of industry experience. Donald 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
406 Georgetown Court, Wexford, PA, 15090
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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
Donald is an Investment Advisor Representative (IAR) with TLG Advisors Inc. since 2002, dedicating a few hours per week to this role.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Interstate Securities CorporationBroker
Wood Gundy, IncorporatedBroker
Shearson Lehman/american Express INC.Broker
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations4 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.