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Benjamin Schwarz

Tlg Advisors, INC.
8 Years of Experience
Cuyahoga Falls, OH
BrokerSells Insurance
View SEC Summary
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Benjamin Schwarz is a registered investment advisor at Tlg Advisors, INC., based in Cuyahoga Falls, OH, with 8 years of industry experience. Benjamin 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.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
304 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Cuyahoga Falls, OH

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Benjamin is an insurance strategist for 1789 Wealth Strategies LLC and an insurance producer for TYSERS LIVE, selling various insurance products. He also works as an IAR rep for TLG Advisors, Inc. and does automotive photography as a hobby.

Employment History
Current Registrations
Tlg Advisors, INC.
June 2022 - Present · 4 yrs 4 mos
The Leaders Group, INC.
June 2022 - Present · 4 yrs 4 mos
The Leaders Group, INC.Broker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Valmark Advisers, INC.
March 2020 - May 2022 · 2 yrs 2 mos
Valmark Securities, INC.Broker
March 2018 - May 2022 · 4 yrs 2 mos
State Registrations2 states
COOH
AdvisorBroker

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
No exam information available for this advisor.
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