Clifford Goodwin
Clifford Goodwin is a registered investment advisor at Tlg Advisors, INC., based in Hendersonville, TN, with 24 years of industry experience. Clifford is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1M+ | 1.00% |
Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.
Fee Estimator
Location
100 Country Club Drive, Suite 108, Hendersonville, TN, 37075
Get directionsHistory
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.
Exams
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