Richard Maholchic
Richard Maholchic is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Woodland Hills, CA, with 33 years of industry experience. Richard 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
21800 Burbank Blvd, Suite 200, Woodland Hills, CA, 91367
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
Richard is involved in several outside business activities, including consulting for a law firm, wholesale life insurance sales as President of Pacific Southwest Financial (full-time), and acting as an agent for life settlements. He also holds real estate through multiple LLCs and sells insurance products as a consultant.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Hartford Equity Sales Company INC.Broker
State Registrations18 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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