William Biles
William Biles is a CFP-designated registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 23 years of industry experience. William 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2007Other Business ActivitiesSells Insurance
William is a wholesaler for Bluestone Insurance/Plan, spending about 10-20% of his time on this investment-related insurance business. He also owns Carolinas Insurance Group (no active duties) and is president of Insurance Consulting & Design, dedicating full-time hours to sales in this insurance business.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Investacorp, INC.Broker
Investacorp Advisory Services INC
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Saybrus Equity Services, INCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
The Leaders Group, INC.Broker
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
NationssecuritiesBroker
Chubb Securities CorporationBroker
Travelers Equities Sales, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
Dean Witter Reynolds INC.Broker
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.