Clifford Goodwin
Clifford Goodwin is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 24 years of industry experience. Clifford 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 (1)
Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Clifford owns Focus Retirement Solutions, where he prospects and services clients with life, LTC, and DI insurance, as well as mutual funds and annuities, dedicating nearly full-time hours. He is also an insurance agent with Financial Independence Group, focusing on life insurance and annuities, spending about half his time. Additionally, Clifford is an IAR rep with TLG Advisors Inc, devoting about half his time.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Tlg Advisors, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Locust Street Securities, INC.Broker
Locust Street Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.