Michael Arner
Michael Arner is a registered investment advisor at Tlg Advisors, INC., based in Waxhaw, NC, with 17 years of industry experience. Michael 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
Waxhaw, NC
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2017Other Business ActivitiesSells Insurance
Michael works as an insurance wholesaler (BGA) for Highland Capital Brokerage since 2018, providing wholesale insurance solutions to advisors. This activity takes nearly full-time.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp, INC.Broker
Investacorp Advisory Services INC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
PNC InvestmentsBroker
PNC Investments
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
RBC Centura Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.
Exams
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