Igor Zey
Igor Zey is a CFP, ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 39 years of industry experience. Igor 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 (7)
Customer Dispute
May 2018Employment Separation After Allegations
September 2007Customer Dispute
March 2000Customer Dispute
November 1998Customer Dispute
September 1998Customer Dispute
August 1996Customer Dispute
August 1992Other Business ActivitiesSells Insurance
Igor is the President/CEO of Professional Financial Resources, Inc. and Zey Financial & Ins Svcs, Inc., and a principal at FFR, engaging in insurance sales and related activities. He also works as an IAR Rep for TLG Advisors, Inc., teaches at Cal Lutheran University, and provides expert testimony through PFR Inc.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
The Leaders Group, INC.Broker
Ogilvie Security Advisors CORP
Ogilvie Security Advisors CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 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.