TrueAdvisor
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JM
ChFC
JM
ChFC

James Murphy

Tlg Advisors, INC.
44 Years of Experience
Nashville, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

James Murphy is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Nashville, TN, with 44 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B in assets under management.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1M+1.00%

Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

109 Donelson Pike, Nashville, TN, 37214

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

James is an independent representative for Horizon Insurance Group LLC, providing service and advice to securities clients and conducting insurance business, dedicating full-time hours to this role. He is also an Investment Advisor Representative (IAR) with TLG Advisors Inc, but spends no time on this activity.

Employment History
Current Registrations
Tlg Advisors, INC.
March 2022 - Present · 4 yrs 7 mos
The Leaders Group, INC.
March 2022 - Present · 4 yrs 7 mos
The Leaders Group, INC.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
The Leaders Group, INC.Broker
January 2022 - January 2022 · 0 mos
Bfc Planning, INC.
November 2012 - March 2022 · 9 yrs 4 mos
Securities Management & Research, INC.Broker
February 1982 - March 2022 · 40 yrs 1 mo
State Registrations4 states
FLGAOKTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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