Julia Lin
Julia Lin is a registered investment advisor at Tlg Advisors, INC., based in Sunnyvale, CA, with 27 years of industry experience. Julia 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
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.
Exams
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