Miguel Castaneda
Miguel Castaneda is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Elkins Park, PA, with 14 years of industry experience. Miguel 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
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 Advisors
Concourse Financial Group Securities, INC.Broker
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.