CM
CM

Christopher Miller

26 Years of Experience
Sandy, UT
BrokerSells Insurance

Christopher Miller is a registered investment advisor at Tlg Advisors, INC., based in Sandy, UT, with 26 years of industry experience. Christopher 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.

Loading...

Location

75 W Towne Ridge Pkwy, Suite 210, Sandy, UT, 84070

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher is the President of Allegis Advisors Group, an insurance business, dedicating about half of his time. He is also an IAR Rep with TLG Advisors Inc, spending minimal time on this investment-related role.

Employment History
Current Registrations
Tlg Advisors, INC.
September 2023 - Present · 2 yrs 8 mos
The Leaders Group, INC.Broker
September 2023 - Present · 2 yrs 8 mos
The Leaders Group, INC.
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Townsquare Capital, LLC
May 2019 - October 2022 · 3 yrs 5 mos
Dfpg Investments, LLCBroker
May 2019 - October 2022 · 3 yrs 5 mos
Allegis Investment Advisors, LLC
July 2014 - July 2018 · 4 yrs
Allegis Investment Services, LLCBroker
February 2014 - June 2019 · 5 yrs 4 mos
Signator Financial Services, INC.
January 2010 - June 2014 · 4 yrs 5 mos
Signator Financial Services, INC.Broker
January 2010 - June 2014 · 4 yrs 5 mos
Beneficial Investment Services, INC.
October 2007 - December 2009 · 2 yrs 2 mos
Beneficial Investment Services, INC.Broker
February 2007 - December 2009 · 2 yrs 10 mos
Allegis Advisors, INC.
June 2004 - October 2007 · 3 yrs 4 mos
Esi Financial Advisors
December 2003 - June 2004 · 6 mos
Equity Services, INC.Broker
June 1998 - December 2006 · 8 yrs 6 mos
State Registrations2 states
ORUT
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.