TrueAdvisor
TrueAdvisor
MG
CFP
MG
CFP

Michael Gubin

Tlg Advisors, INC.
13 Years of Experience
Deerfield, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Gubin is a CFP-designated registered investment advisor at Tlg Advisors, INC., based in Deerfield, IL, with 13 years of industry experience. Michael 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.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

520 Lake Cook Road, Suite 178, Deerfield, IL, 60015

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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

Michael is a life insurance broker, prospecting and selling life insurance and annuities through Schmidt Financial, taking nearly full-time. He is also the 100% owner of MAG Advisors Inc, prospecting for new life insurance and annuity sales, also taking nearly full-time. Finally, Michael is an IAR Rep with TLG Advisors, Inc., dedicating a few hours per week.

Employment History
Current Registrations
Tlg Advisors, INC.
January 2014 - Present · 12 yrs 9 mos
The Leaders Group, INC.
January 2014 - Present · 12 yrs 9 mos
The Leaders Group, INC.Broker
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
AXA Advisors, LLC
November 2012 - July 2013 · 8 mos
AXA Advisors, LLCBroker
October 2012 - July 2013 · 9 mos
State Registrations10 states
CACOFLGAILINMDMTOHWI
AdvisorBrokerBoth

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.
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