David Brinkley
David Brinkley is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Mt Airy, MD, with 33 years of industry experience. David 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
Mt Airy, MD
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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
David is involved in several outside business activities. He manages forestry and rental properties, works as an independent insurance agent, and is an IAR representative with TLG Advisors Inc, dedicating a few hours per week to each.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Strategic Financial Plans, INC.
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Calvert 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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- Paul Buck, CFPEdward Jones