Thomas Bartley
Thomas Bartley is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 41 years of industry experience. Thomas 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
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
Thomas is an independent insurance agent since 1976 and a Sales Vice President at Highland Capital since 2021. He also works as a wholesaler for MeritAge Wealth Insurance Advisors, working with financial advisors' clients for life and long-term care insurance, and is an IAR Rep with TLG Advisors Inc since 2023.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Lincoln InvestmentBroker
Lincoln Investment
NFP Securities, INC.Broker
NFP Securities, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Leaders Group, INC.Broker
Sunamerica Securities, INC.Broker
Manequity, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson Lehman/american Express INC.Broker
Foster & Marshall/american Express INC.Broker
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.