Douglas Gerrard
Douglas Gerrard is a registered investment advisor at Tlg Advisors, INC., based in Miami Beach, FL, with 21 years of industry experience. Douglas 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
407 Lincoln Road, Suite 8G, Miami Beach, FL, 33139
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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
Douglas is involved in several outside business activities, including managing Deere Park Capital LLC, consulting for Crown World Services LTD, and working as an IAR Rep for TLG Advisors Inc. He is also an advisor for Provenance Wealth General Insurance Agency and an insurance agent for NFP Insurance Solutions, as well as president of Gerrard Advisors LLC.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Provenance Wealth Advisors
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Kestra Investment Services, LLCBroker
Rii Trading, LLCBroker
Rsp Investments, LLCBroker
Ajax Investments, LLCBroker
State Registrations7 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.