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Edwin Colvin

40 Years of Experience
Summit, NJ
1 DisclosureBrokerSells Insurance

Edwin Colvin is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 40 years of industry experience. Edwin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
311 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

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Location

475 Springfield Ave, Summit, NJ, 07901

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2015
Settled
Other Business ActivitiesSells Insurance

Edwin is an agent and partner/owner at Pinnacle Group, providing life insurance and annuity products, and a partner at Strategic Bundles/My Strategic Bundles LLC, offering financial advisory services including insurance products. He also manages rental real estate and is a general partner/owner in A3 LLC, a real estate investment company, and an IAR rep for TLG Advisors Inc.

Employment History
Current Registrations
Tlg Advisors, INC.
September 2009 - Present · 16 yrs 10 mos
The Leaders Group, INC.
June 2009 - Present · 17 yrs 1 mo
The Leaders Group, INC.Broker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Prudential Financial Planning Services
April 2003 - July 2009 · 6 yrs 3 mos
Pruco Securities, LLC.Broker
May 1985 - July 2009 · 24 yrs 2 mos
State Registrations3 states
DCFLGA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Edwin Colvin - Financial Advisor | TrueAdvisor