Giacomo Palazzolo
Giacomo Palazzolo is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 29 years of industry experience. Giacomo 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
December 2003Other Business ActivitiesSells Insurance
Giacomo is the owner of Resource Insurance and Financial Group, a full-service insurance and financial advisory firm, and a 50% owner/president of Kappel and Appel, selling group health benefits. He also works as an IAR rep for TLG Advisors, Inc. and maintains group benefits at Coordinated Business Center.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations11 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.