Donald Garlikov
Donald Garlikov is a registered investment advisor at Tlg Advisors, INC., based in Columbus, OH, with 54 years of industry experience. Donald 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $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
Location
41 S High Street, Suite 3400, Columbus, OH, 43215
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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
Donald is the owner/chairman of Garlikov & Associates Inc. since 1978, selling variable and non-variable life insurance, LTC, and disability insurance, dedicating nearly full-time hours to this. He is also the president of Garlikov Advisors Inc. since 2009, an SEC registered investment advisor, spending about 10-20% of his time on this, and an agent for Premier Brokerage since 2018, receiving commissions through Zurich, but dedicating no time to it. Donald is also an IAR rep for TLG Advisors, Inc., dedicating a few hours per week, and a consultant for BioSig Technologies, Inc., dedicating minimal time.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Garlikov Advisors INC
Previous Registrations
M Holdings Securities, INC.Broker
Ga Financial, INC.Broker
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Federation for Financial Independence, INC.Broker
Ogilvie & Taylor Securities CorporationBroker
Phoenix Equity Planning CorporationBroker
Insurance Funding Agence INCBroker
State Registrations20 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.
Exams
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