Daniel Barajas
Daniel Barajas is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 21 years of industry experience. Daniel 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
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
Daniel is a VP and Relationship Manager at VIP Insurance, providing assistance to financial advisors, dedicating full-time hours to this role. He also works as a tennis official, spending about 10-20% of his time, and is an IAR Rep at TLG Advisors, Inc, spending a few hours per week.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Waddell & ReedBroker
Waddell & Reed
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
MML Investors Services, INC.Broker
PFS Investments INC.Broker
Simmers Capital Management CorporationBroker
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.