Donald Cafero
Donald Cafero is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Crystal Lake, IL, with 42 years of industry experience. Donald 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $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
Location
805 S McHenry Avenue, Suite I, Crystal Lake, IL, 60014
Get directionsHistory
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
Donald works as a point of sale/wholesale specialist in the insurance business, dedicating nearly full-time hours to it. He also acts as a landlord for Cafero Real Estate, spending minimal time on it, and works as an insurance broker for The Cafero Group, spending a few hours per week on insurance sales.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp, INC.Broker
Investacorp Advisory Services INC
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.
Exams
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