Michael Wayda
Michael Wayda is a registered investment advisor at Tlg Advisors, INC., based in New Orleans, LA, with 31 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
201 St Charles Avenue, Suite 4207, New Orleans, LA, 70170
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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
Michael works as a Sales Manager/Wholesaler/Key Accounts Manager for Capital Investment Management Inc, wholesaling fixed and fixed index annuities, dedicating full-time hours to this role. He is also an IAR Rep with TLG Advisors Inc, but dedicates no time to this role.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLCBroker
Bb&t Investment Services, INC.Broker
Amsouth Investment Services, INC.Broker
First Tennessee Brokerage, INC.Broker
Independent Financial Securities, INC.Broker
Southtrust Securities, INC.Broker
Suntrust Securities, INC.Broker
Southtrust Securities, INC.Broker
Ameristar Capital Markets, INC.Broker
R a F Financial CorporationBroker
F.N. Wolf & CO., INC.Broker
State Registrations1 state
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.