Rhoneil Tomas
Rhoneil Tomas is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 35 years of industry experience. Rhoneil 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)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Rhoneil is involved in several insurance-related businesses, including selling fixed life, disability, and health insurance products, taking about a quarter of his time for each. He also owns rental real estate and works as an IAR representative, dedicating a few hours per week to the former and about a quarter of his time to the latter.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Bg Worldwide Securities, INC.Broker
MML Investors Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.