Julia Lin
Julia Lin is a registered investment advisor at Tlg Advisors, INC., based in Sunnyvale, CA, with 26 years of industry experience. Julia 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
1666 S Wolfe Road, Sunnyvale, CA, 94087
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2019Other Business ActivitiesSells Insurance
Julia is an independent insurance agent since 2019, spending about a third of her time on this activity. She is also an IAR representative with TLG Advisors, Inc., dedicating a few hours per week.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.