BH
BH

Brian Hanson

16 Years of Experience
Summit, NJ
Sells Insurance

Brian Hanson is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 16 years of industry experience. Brian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
311 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

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Location

475 Springfield Ave, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian works as a mortgage banker for Nationstar Marketing, dedicating about a quarter of his time. He is also an insurance agent selling life insurance, also dedicating about a quarter of his time, and owns investment properties and receives income from a nutritional supplement business.

Employment History
Current Registrations
Tlg Advisors, INC.
September 2012 - Present · 14 yrs
Previous Registrations
Questar Asset Management, INC.
June 2011 - September 2012 · 1 yr 3 mos
The L 'esperance Group, LLC
May 2010 - February 2011 · 9 mos
Sawtooth Asset Management, INC.
February 2010 - April 2010 · 2 mos
Sawtooth Asset Management, INC.
August 2009 - October 2009 · 2 mos
Redhawk Wealth Advisors, INC.
September 2008 - July 2009 · 10 mos
State Registrations1 state
MN
Advisor

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.