John Moreno is a registered investment advisor at Tlg Advisors, INC., based in Yardley, PA, with 27 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1M+ | 1.00% |
Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.
Fee Estimator
Location
19 W College Avenue, Suite 500, Yardley, PA, 19067
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Regulatory History (2)
Regulatory
July 2016Regulatory
July 2011Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
J. Alden Associates, INC.Broker
Alden Investment Group
J. Alden Associates, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Fifth Third Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Paulson Investment Company, INC.Broker
State Registrations10 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.
Exams
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