Rachel Lage is a registered investment advisor at Tlg Advisors, INC., based in Hingham, MA, with 20 years of industry experience. Rachel 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
14 Main Street, Hingham, MA, 02043
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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 →Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Walton Re Securities, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Skyway Capital Markets, LLCBroker
The Leaders Group, INC.Broker
Nationwide Investment Services CorporationBroker
Brighthouse Securities, LLCBroker
Nationwide Investment Services CorporationBroker
Brighthouse Securities, LLCBroker
Griffin Capital Securities, LLCBroker
Innovation Partners LLCBroker
Great Pacific SecuritiesBroker
Forethought Distributors, LLCBroker
American General Distributors, INC.Broker
Mfs Fund Distributors, INC.Broker
Stone & Youngberg LLCBroker
Directed Services LLCBroker
Ing Funds Distributor, LLCBroker
Morgan Stanley Dw INC.Broker
Fidelity Brokerage Services LLCBroker
Cantor Fitzgerald & CO.Broker
State Registrations52 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.