Shawn Bragdon
Shawn Bragdon is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 35 years of industry experience. Shawn 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 (1)
Criminal
July 1983Other Business ActivitiesSells Insurance
Shawn is a managing partner at BGAGENTS Insurance Services Inc., wholesaling life insurance, annuities, disability, and long-term care products. He is also president of BGA Direct Insurance Services, occasionally acting as a writing agent for fixed life insurance, and refers clients to AXXCESS Wealth Management LLC.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Arete Wealth Management, LLCBroker
P.J. Robb Variable CorporationBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
J.P. Turner & Company, L.L.C.Broker
J P Turner & Company Capital Management, LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
R a F Financial CorporationBroker
Chatfield Dean & CO., INC.Broker
Power Securities CorporationBroker
State Registrations1 state
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.