Michael Kalen
Michael Kalen is a registered investment advisor at Tlg Advisors, INC., based in West Hartford, CT, with 30 years of industry experience. Michael 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
West Hartford, CT
Get directionsHistory
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
Michael works as a consultant for TSG Consulting, COVR Financial, Aquiline Capital Partners, and NASSAURE. He is also an IAR Rep for TLG Advisors Inc and a Non Executive Director for Phoenix Life, dedicating a few hours per week to each of the latter two.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Futurity First Advisory Services INC.
Futurity First Advisory Services INC.
Futurity First Investment Services INC.Broker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations51 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.