William Oliver
William Oliver is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Monroe, GA, with 39 years of industry experience. William 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
1190 W Spring Street, Suite B, Monroe, GA, 30655
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2007Other Business ActivitiesSells Insurance
William is an Investment Advisor Representative with TLG Advisors, Inc. Since 2019, he is also the President of Oliver Insurance & Financial Services, Inc., managing the agency and selling property & casualty and life insurance, dedicating about half his time to this.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
1717 Capital Management Company
Nationwide Securities, INC.Broker
State Registrations8 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
More Advisors
- Patricia Souther, ChFCState Farm Investment Management CORP.
- Blake Robinson, CFPSynovus Securities, INC.