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Jerry Adam

Tlg Advisors, INC.
34 Years of Experience
Richmond, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jerry Adam is a registered investment advisor at Tlg Advisors, INC., based in Richmond, TX, with 34 years of industry experience. Jerry 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

503 Fm 359, Suite 130 - #267, Richmond, TX, 77406

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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 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jerry is a managing member at Meritage Wealth Insurance Advisors, spending about a quarter of his time on insurance sales. He is also a partner at Southmark Wealth Management, responsible for sales and life insurance sales, which takes up more than full-time hours. Finally, Jerry is an IAR Rep at TLG Advisors Inc.

Employment History
Current Registrations
Tlg Advisors, INC.
October 2020 - Present · 6 yrs
The Leaders Group, INC.
October 2019 - Present · 7 yrs
The Leaders Group, INC.Broker
October 2019 - Present · 7 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2013 - October 2019 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2013 - October 2019 · 6 yrs 1 mo
The Leaders Group, INC.Broker
February 2013 - August 2013 · 6 mos
Morgan Stanley
June 2009 - February 2013 · 3 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2013 · 3 yrs 8 mos
Citigroup Global Markets INC.
March 2006 - June 2009 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
September 1996 - June 2009 · 12 yrs 9 mos
Manequity, INC.Broker
November 1995 - September 1996 · 10 mos
Painewebber IncorporatedBroker
October 1991 - May 1995 · 3 yrs 7 mos
Cigna Securities, INC.Broker
September 1991 - October 1991 · 1 mo
State Registrations16 states
ALCADCDEFLGAINKYMONENVNYORTXVAWI
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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