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Michael May

26 Years of Experience
Franklin, TN
BrokerSells Insurance

Michael May is a registered investment advisor at Tlg Advisors, INC., based in Franklin, TN, with 26 years of industry experience. Michael 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

725 Cool Springs Blvd, Ste. 600, Franklin, TN, 37067

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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

Michael works as a wholesaler of fixed life and fixed annuities for Millennium Brokerage Group, dedicating nearly full-time hours to this role. He is also an IAR representative for TLG Advisors, Inc, but spends no time on this activity.

Employment History
Current Registrations
Tlg Advisors, INC.
March 2020 - Present · 6 yrs 2 mos
The Leaders Group, INC.
March 2019 - Present · 7 yrs 2 mos
The Leaders Group, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Nationwide Securities, LLC
August 2008 - January 2019 · 10 yrs 5 mos
1717 Capital Management CompanyBroker
October 2006 - August 2008 · 1 yr 10 mos
1717 Capital Management Company
November 2005 - August 2008 · 2 yrs 9 mos
Nationwide Securities, LLCBroker
July 2004 - January 2019 · 14 yrs 6 mos
Nationwide Investment Services Corporation
February 2004 - June 2004 · 4 mos
Nationwide Investment Services CorporationBroker
December 2002 - July 2004 · 1 yr 7 mos
Banc One Securities CorporationBroker
October 2001 - November 2002 · 1 yr 1 mo
Banc One Securities CorporationBroker
March 1999 - October 2000 · 1 yr 7 mos
Banc One Securities CorporationBroker
February 1999 - March 1999 · 1 mo
First Investors CorporationBroker
April 1998 - February 1999 · 10 mos
State Registrations3 states
OHTNWV
AdvisorBroker

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.