Jackie Martin
Jackie Martin is a registered investment advisor at Tlg Advisors, INC., based in Encino, CA, with 21 years of industry experience. Jackie 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
16133 Ventura Blvd, Suite 700, Encino, CA, 91436
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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 →Other Business ActivitiesSells Insurance
Jackie is a trainer at Midwood Financial, facilitating training classes in an insurance business, dedicating about a quarter of her time. She is also an IAR Rep at TLG Advisors Inc. and a sole proprietor reselling clothes and cosmetics, spending about 10-20% of her time on that.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Primevest Financial Services, INC.Broker
Banc One Securities CorporationBroker
State Registrations1 state
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.