AN
ChFC
AN
ChFC

Alexander Nikolenko

27 Years of Experience
Tarzana, CA
2 DisclosuresBrokerSells Insurance

Alexander Nikolenko is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Tarzana, CA, with 27 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
304 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

18801 Ventura Blvd, Suite 207, Tarzana, CA, 91356

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2018
Award / Judgment
Customer Dispute
May 2006
Denied
Other Business ActivitiesSells Insurance

Alexander is an insurance agent and financial consultant for multiple companies, including Zey Financial Group Inc, PFR Advisors, Auburn Financial Inc, Total Financial, and Alfa Solutions Management, selling various insurance products such as life, long-term care, disability, fixed annuities, and health insurance. Alexander is also an IAR Rep for TLG Advisors, Inc.

Employment History
Current Registrations
Tlg Advisors, INC.
April 2012 - Present · 14 yrs 6 mos
The Leaders Group, INC.Broker
March 2011 - Present · 15 yrs 7 mos
Previous Registrations
AXA Advisors, LLC
April 2000 - March 2011 · 10 yrs 11 mos
AXA Advisors, LLCBroker
February 1999 - March 2011 · 12 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
February 1999 - January 2000 · 11 mos
State Registrations9 states
AZCACOGAILNCOHTXWA
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.
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