Thomas Zirbes
Thomas Zirbes is a registered investment advisor at Tlg Advisors, INC., based in Pickens, SC, with 42 years of industry experience. Thomas 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
104 Mountain View Court, Pickens, SC, 29671
Get directionsHistory
Regulatory History (4)
Judgment / Lien
October 2025Financial
August 2018Judgment / Lien
February 2017Judgment / Lien
June 2016Other Business ActivitiesSells Insurance
Thomas is the Head of Sales at White Swan, focusing on sales and marketing of life insurance, dedicating full-time hours to this role. He is also an Investment Advisor Representative (IAR) at TLG Advisors Inc, spending a few hours per week on this investment-related role.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Cri Securities, LLC
Securian Financial Services, INC.
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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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