Nathaniel Siegel
Nathaniel Siegel is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 12 years of industry experience. Nathaniel 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
475 Springfield Ave, Summit, NJ, 07901
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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
Nathaniel is a Senior Vice President and Director of executive benefits, Invt Rel, and Insurance consulting at Vanbridge LLC, dedicating significantly more than full-time hours to this role. He is also an IAR Rep at TLG Advisors Inc, spending a few hours per week on IAR business.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Lockton Investment Advisors, LLC
Lockton Financial Advisors, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 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.