Mitchell Smith
Mitchell Smith is a registered investment advisor at Tlg Advisors, INC., based in Boca Raton, FL, with 30 years of industry experience. Mitchell 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
225 NE Mizner Blvd, Suite 675, Boca Raton, FL, 33432
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Regulatory History (1)
Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Mitchell is the President of Epic Life and Managing Principal of Epic Select and Vanbridge, all insurance-related businesses. He also works for TLG Advisors as an IAR Rep and oversees a division at Vanbridge Life & Executive Benefits, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Jefferson Pilot Securities CorporationBroker
Mutual Service CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations24 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.