Carolyn Robinson
Carolyn Robinson is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 23 years of industry experience. Carolyn 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)
Financial
July 2017Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
State Registrations3 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.