Andrea Navarro
Andrea Navarro is a registered investment advisor at Tlg Advisors, INC., based in Glenview, IL, with 3 years of industry experience. Andrea 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
2600 Patriot Blvd, Suite 250, Glenview, IL, 60026
Get directionsHistory
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
Andrea is the COO of JNJ Associates, overseeing operations of the firm including investment and insurance business, taking about a quarter of her time. She also works as a CPA/Accountant for Cutler Financial Services (about half her time), is an IAR Rep for TLG Advisors Inc (minimal time), and manages/operates two accounting firms, Healthy Coin PLLC and Navarro Strategies LLC (full-time for each).
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Spearhead Capital Advisors, LLC
Spearhead Capital, 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.
Exams
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