Miguel Castaneda
Miguel Castaneda is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Elkins Park, PA, with 15 years of industry experience. Miguel 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
7900 High School Road, Elkins Park, PA, 19027
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Regulatory History (1)
Regulatory
August 2016Other Business ActivitiesSells Insurance
Miguel is an agent at Arrival Point Financial, providing life insurance policy solutions, dedicating about a quarter of his time. He is also an Investment Advisor Representative (IAR) at TLG Advisors Inc, spending a few hours per week on this investment-related role.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Concourse Financial Group Advisors
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations8 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.
Exams
More Advisors
- David Barol, CFP, ChFCCreativeone Securities, LLC