Michael Mcgraw
Michael Mcgraw is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 32 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
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
Michael works as a sales coordinator for Mark Wall & Co, marketing life, disability, long-term care, and annuity insurance products, dedicating full-time hours to this role. He is also a managing partner at McGraw Life & Health Ins Services, spending a few hours per week on marketing, sales, and service. Additionally, Michael is an IAR at TLG Advisors Inc, but dedicates no time to this role.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
NFP Securities, INC.Broker
MML Investors Services, INC.Broker
Fortis Investors, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations2 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.