Eugene Wolfe
Eugene Wolfe is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Duluth, MN, with 37 years of industry experience. Eugene 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
Duluth, MN
Get directionsHistory
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
Eugene owns Lakeside Advisors, where he sells and services life insurance and annuities, and conducts insurance and securities business, dedicating nearly full-time hours. He is also an IAR Rep with TLG Advisors, Inc., spending a few hours per week on IAR business.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
NFP Securities, INC.Broker
Aig Financial Advisors, INC.Broker
The Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
Nylife Distributors INC.Broker
Fortis Investors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Aetna Life Insurance and Annuity CompanyBroker
Amev Investors, INC.Broker
State Registrations3 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.