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Edgar Morales

Tlg Advisors, INC.
41 Years of Experience
Jacksonville, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Edgar Morales is a registered investment advisor at Tlg Advisors, INC., based in Jacksonville, FL, with 41 years of industry experience. Edgar 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

12724 Gran Bay Pkwy, Lakeside 1, Suite 150, Jacksonville, FL, 32258

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2008
Customer Dispute
December 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edgar is the president and chief marketing officer of Pinnacle IFS, an insurance brokerage general agency, dedicating nearly full-time hours. He is also an IAR Rep with TLG Advisors, Inc., but spends no time on this activity.

Employment History
Current Registrations
Tlg Advisors, INC.
April 2018 - Present · 8 yrs 6 mos
The Leaders Group, INC.Broker
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
Tlg Advisors, INC.
June 2010 - December 2017 · 7 yrs 6 mos
Prudential Financial Planning Services
July 1986 - August 2008 · 22 yrs 1 mo
Pruco Securities, LLC.Broker
July 1983 - August 2008 · 25 yrs 1 mo
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPAPRSCTXVAVTWIWY
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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