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Rhoneil Tomas

Tlg Advisors, INC.
36 Years of Experience
Tarzana, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Rhoneil Tomas is a registered investment advisor at Tlg Advisors, INC., based in Tarzana, CA, with 36 years of industry experience. Rhoneil 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.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

18801 Ventura Blvd, Suite 207, Tarzana, CA, 91356

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other 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.
May 2018 - Present · 8 yrs 5 mos
The Leaders Group, INC.Broker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
AXA Advisors, LLC
August 2003 - May 2018 · 14 yrs 9 mos
AXA Advisors, LLCBroker
August 2003 - May 2018 · 14 yrs 9 mos
Bg Worldwide Securities, INC.Broker
November 2002 - July 2003 · 8 mos
MML Investors Services, INC.Broker
June 2001 - December 2002 · 1 yr 6 mos
AXA Advisors, LLCBroker
February 1990 - April 2001 · 11 yrs 2 mos
The Equitable Life Assurance Society of the United StatesBroker
February 1990 - January 2000 · 9 yrs 11 mos
State Registrations9 states
AZCADCFLNJNVOHPATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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