TrueAdvisor
TrueAdvisor
AI
AI

Anthony Ivener

Tlg Advisors, INC.
24 Years of Experience
Reston, VA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Ivener is a registered investment advisor at Tlg Advisors, INC., based in Reston, VA, with 24 years of industry experience. Anthony 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.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
304 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1875 Campus Commons Drive, Suite 205, Reston, VA, 20191

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is the president and consultant for Ivener Management Group, focusing on best practices and succession planning, dedicating nearly full-time hours. He also procures life insurance and receives referral-based revenue share through Advisory LLC, spending about a quarter of his time on this activity.

Employment History
Current Registrations
Tlg Advisors, INC.
April 2018 - Present · 8 yrs 6 mos
The Leaders Group, INC.
July 2015 - Present · 11 yrs 3 mos
The Leaders Group, INC.Broker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2014 - July 2015 · 1 yr 6 mos
Royal Alliance Associates, INC.Broker
June 2011 - January 2014 · 2 yrs 7 mos
Mutual Service CorporationBroker
July 2004 - December 2006 · 2 yrs 5 mos
Locust Street Securities, INC.Broker
June 2001 - October 2003 · 2 yrs 4 mos
United Securities Alliance, INC.Broker
January 1997 - June 2001 · 4 yrs 5 mos
State Registrations7 states
AZCADCFLHIMDVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Reston, VA →All financial advisors in Virginia →