Charles Auerbach
Charles Auerbach is a CFP, ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Collierville, TN, with 42 years of industry experience. Charles 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
185 N Main Street, Collierville, TN, 38017
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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
Charles works as an independent insurance agent since 2000, selling non-variable life and disability insurance. This requires minimal time.
Employment History
Current Registrations
Tlg Advisors, INC.
Previous Registrations
Mas Advisors LLC
LPL Financial LLC
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
Wealth Strategies Advisory Group, INC.
National Planning CorporationBroker
Walnut Street Securities, INC.Broker
Securities Service Network, INC.Broker
Fsc Securities CorporationBroker
Keogler, Morgan & Company, INC.Broker
Titan/value Equities Group, INC.Broker
Investors Asset Management, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations1 state
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.