James Jacobs
James Jacobs is a registered investment advisor at Tlg Advisors, INC., based in Chesterfield, VA, with 55 years of industry experience. James 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
10108 Krause Road, Suite 201, Chesterfield, VA, 23832
Get directionsHistory
Regulatory History (7)
Regulatory
July 2019Employment Separation After Allegations
September 2018Customer Dispute
October 2016Customer Dispute
March 2013Customer Dispute
November 2009Customer Dispute
November 1998Customer Dispute
March 1997Other Business ActivitiesSells Insurance
James is involved in several business activities, including real estate partnerships, operational advisory roles, and rental property ownership. He also works as an insurance agent selling various insurance products and dedicates full-time hours to Milestone Financial Solutions.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations22 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.