Jeremy Gonzalez
Jeremy Gonzalez is a registered investment advisor at Tlg Advisors, INC., based in San Diego, CA, with 20 years of industry experience. Jeremy 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
1660 Hotel Circle N, Suite 304, San Diego, CA, 92108
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Regulatory History
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
Jeremy is the President of Alpha Global Investments LLC, dedicating full-time hours to sales and RIA business. He is also an independent insurance agent selling life insurance and fixed indexed annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
Tlg Advisors, INC.
Previous Registrations
Forthright Capital Advisory
Alpha Global Investments
Alpha Global Investments
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Pacific Coast Wealth Management, LLC
Linsco/private Ledger CORP.
H&r Block Financial Advisors, INC.
State Registrations1 state
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.