Troy Woods is a registered investment advisor at Tlg Advisors, INC., based in Omaha, NE, with 33 years of industry experience. Troy 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
13321 California Street, #315, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Troy is the principal and manager of WAS Insurance LLC (DBA Element Insurance Partners), marketing insurance products, and a principal of Woods Abbott Shoemaker LLC. He also serves as a strategic partner to Uncommon Farms, providing insurance solutions, and is an investment advisor with TLG Advisors, Inc., dedicating about a quarter of his time to each of these activities.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Cls Investments, LLC
Northern Lights Distributors, LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Umb Scout Brokerage Services, INC.Broker
Princor Financial Services CorporationBroker
Umb Scout Brokerage Services, INC.Broker
Capital Analysts, IncorporatedBroker
Equity Brokerage Services, INC.Broker
Aal Capital Management CorporationBroker
State Registrations9 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.