Barbara Walker
Barbara Walker is a registered investment advisor at Tlg Advisors, INC., based in Los Angeles, CA, with 18 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
5901 W Century Blvd, #750, Los Angeles, CA, 90045
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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
Barbara owns Boss Doc Online, where she writes courses, dedicating minimal time. She is also a board member at Premier Marketing Resources Corp, a trucking company, spending a few hours per week, and a managing partner at Advanced Wealth & Retirement Planning Concepts, an insurance and RIA business, spending a few hours per week.
Employment History
Current Registrations
Tlg Advisors, INC.
Previous Registrations
Advanced Wealth and Retirement Planning Concepts, LLC
Advanced Wealth and Retirement Planning Concepts, LLC
Psp Financial Services LLC
Reap Financial Group, LLC
Brookstone Capital Management LLC
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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