Paul Neri is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 41 years of industry experience. Paul 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
475 Springfield Ave, Summit, NJ, 07901
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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 ActivitiesSells Insurance
Paul is a registered representative with The Marketing Alliance Group, dedicating full-time hours to this role. He also works as a brokerage manager for Brookfield Insurance Partners, a fixed insurance brokerage, and spends about a few hours per week on this activity. Additionally, Paul is an IAR Rep with TLG Advisors Inc and a substitute teacher at Wayzata Public Schools, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Oneamerica Securities, INC.Broker
Trustmont Financial Group, INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Jefferson Pilot Securities CorporationBroker
Allstate Financial Services, LLCBroker
Jefferson Pilot Securities CorporationBroker
Cigna Financial Advisors,inc.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
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.