Karen Powell
Karen Powell is a CFP-designated registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 40 years of industry experience. Karen 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 (2)
Customer Dispute
March 2010Customer Dispute
January 1992Other Business ActivitiesSells Insurance
Karen is a financial planner at Orion Financial Associates LLC, spending about a quarter of her time on financial strategy development. She is also an insurance agent with Atlanta Small Companies INS, dedicating about 10-20% of her time to the insurance business, and a manager/cash flow specialist for Atlanta Small Companies LLC, spending about 10-20% of her time on rental management. Finally, she is an IAR Rep with TLG Advisors Inc, spending a few hours per week on RA business.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Painewebber IncorporatedBroker
Prudential-Bache Securities INC.Broker
State Registrations9 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.