CT
CFA
CT
CFA

Christian Tanke

3 Years of Experience
Summit, NJ
BrokerSells Insurance

Christian Tanke is a CFA-designated registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 3 years of industry experience. Christian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
311 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

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Location

475 Springfield Ave, Summit, NJ, 07901

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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.

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Other Business ActivitiesSells Insurance

Christian is involved in several outside business activities. He supports his children's golf development, works as an IAR Rep for TLG Advisors Inc, is an insurance broker assisting clients with various insurance needs, and sells/services PPLI and PPVA issued by Advantage Insurance, dedicating minimal time to each activity.

Employment History
Current Registrations
Tlg Advisors, INC.
January 2024 - Present · 2 yrs 4 mos
The Leaders Group, INC.
December 2023 - Present · 2 yrs 5 mos
The Leaders Group, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
MML Investors Services, LLC
March 2023 - December 2023 · 9 mos
MML Investors Services, LLCBroker
February 2023 - December 2023 · 10 mos
Standard New York, INCBroker
July 1997 - October 1997 · 3 mos
State Registrations2 states
FLMD
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.