Farid Mokhtarian
Farid Mokhtarian is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 29 years of industry experience. Farid 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2010Customer Dispute
June 2003Criminal
June 1990Other Business ActivitiesSells Insurance
Farid is the trustee of a family living trust and president of Kylas Ins & Fin'l Services, dedicating full-time hours to the latter. He also holds positions in Physician Pension & Ins Svcs, Innovative Solutions, and Total 360 Insurance & Financial Services, Inc., and is an IAR Rep with TLG Advisors, Inc.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations10 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.