Marilyn Johnson
Marilyn Johnson is a registered investment advisor at Tlg Advisors, INC., based in Los Angeles, CA, with 25 years of industry experience. Marilyn 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
Los Angeles, CA
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2012Judgment / Lien
April 2009Judgment / Lien
February 2009Other Business ActivitiesSells Insurance
Marilyn is an independent salesperson of various insurance products, dedicating minimal time to this activity. She also works as an independent solicitor for trust and estate planning services, and as a property manager for Chaduco, Inc., spending about half her time on the latter.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Gold Coast Securities, INC.
Gold Coast Securities, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Advantage Capital GroupBroker
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.