Yelena Kalashnikova is a registered investment advisor at Tlg Advisors, INC., based in North Hills, CA, with 15 years of industry experience. Yelena 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
North Hills, CA
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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.
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Yelena works as a Wealth Advisor at WESCOM and an IAR Rep at TLG Advisors Inc, dedicating about a quarter of her time to each role. She also officiates at USA Swimming sanctioned swim meets, which also takes about a quarter of her time.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wescom Financial Services, LLC
Wescom Financial Services, LLC
Wescom Financial ServicesBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations3 states
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.