Patrick Kim is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 26 years of industry experience. Patrick 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
475 Springfield Ave, Summit, NJ, 07901
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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
Patrick is the President/CDO of EMP Financial Network, managing and supporting overall business operations, including insurance business, taking nearly full-time. He is also an IAR Rep with TLG Advisors Inc, but dedicates no time to this role.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nylife Securities INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.