Ashlee Howard is a registered investment advisor at Tlg Advisors, INC., based in Lubbock, TX, with 13 years of industry experience. Ashlee 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
Lubbock, TX
Get directionsHistory
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 Activities
Ashlee is an investment advisor representative (IAR) with TLG Advisors Inc, dedicating minimal time to this role. She also sells TPA administration services and payroll features for defined contribution plans through Comprehensive Benefit Consultants, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Morgan Stanley
Morgan StanleyBroker
Lincoln Financial Distributors, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Purshe Kaplan Sterling InvestmentsBroker
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
More Advisors
- Taylor Reasoner, CFPEq Wealth Advisors
- Jean Griffin, CFPNorthstar Investment Advisory LLC
- Tyler Castle, CFPCrescent Advisor Group, INC.
- Mark Bass, CFPCetera Investment Advisers LLC
- Anne Bednarz, CFPEvensky & Katz/foldes Wealth Management
- Bryan Sauceda, CFPAmicus Financial Advisors, LLC