Daniel Thompson
Daniel Thompson is a registered investment advisor at Tlg Advisors, INC., based in Pittsburgh, PA, with 29 years of industry experience. Daniel 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
800 Waterfront Drive, 3rd Floor, Pittsburgh, PA, 15222
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Regulatory History (1)
Customer Dispute
November 1997Other Business ActivitiesSells Insurance
Daniel works as an attorney, IAR representative, and is involved in wealth management and investment businesses. He also has an insurance business, dedicating a few hours per week to it.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Brecek & Young Advisors, INC.Broker
The Leaders Group, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations15 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.