Joshua Pierce is a registered investment advisor at Tlg Advisors, INC., based in Gillette, WY, with 10 years of industry experience. Joshua 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
202 W Lakeway Road, Gillette, WY, 82727
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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
Joshua owns and manages Timber Creek Ranch, dedicating about half his time to livestock production and agricultural services. He is also an IAR Rep with TLG Advisors, Inc, an insurance producer with Lockton Affinity, the president of JH Pierce Wealth Management, and engages in public speaking on financial topics.
Employment History
Current Registrations
Tlg Advisors, INC.
Previous Registrations
The Leaders Group, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Investment Centers of America, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.