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PS
CFP · ChFC
PS
CFP · ChFC

Paul Shepherd

Tlg Advisors, INC.
17 Years of Experience
Cleveland, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Paul Shepherd is a CFP, ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Cleveland, OH, with 17 years of industry experience. Paul 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.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1500 Chester Avenue, Cleveland, OH, 44114

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Paul refers people to The Insurance Office, a property and casualty insurance agency, for a referral fee, dedicating minimal time. He also works as a Regional VP/Wholesaler for J L Thomas & Company, Inc, an insurance brokerage, which is a full-time commitment.

Employment History
Current Registrations
Tlg Advisors, INC.
January 2018 - Present · 8 yrs 9 mos
The Leaders Group, INC.
May 2016 - Present · 10 yrs 5 mos
The Leaders Group, INC.Broker
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Sii Investments, INC.
May 2014 - January 2016 · 1 yr 8 mos
Sii Investments, INC.Broker
November 2013 - January 2016 · 2 yrs 2 mos
Icon Securities CORPBroker
March 2010 - February 2013 · 2 yrs 11 mos
Alliancebernstein Investments, INC.Broker
July 2007 - December 2008 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
April 2007 - May 2007 · 1 mo
State Registrations2 states
FLOH
AdvisorBrokerBoth

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
No exam information available for this advisor.
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