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Peder Knoth

5 Years of Experience
Coral Gables, FL
BrokerSells Insurance

Peder Knoth is a registered investment advisor at Tlg Advisors, INC., based in Coral Gables, FL, with 5 years of industry experience. Peder 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
311 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

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Location

75 Valencia Avenue, Suite 200, Coral Gables, FL, 33134

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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

Peder is VP of Senior Case Design, Clerical, Invt Rel, Insurance business at Brandon Brokerage, dedicating full-time hours. He is also an IAR Rep at TLG Advisors Inc, but spends no time on this role.

Employment History
Current Registrations
Tlg Advisors, INC.
October 2022 - Present · 3 yrs 7 mos
The Leaders Group, INC.
September 2022 - Present · 3 yrs 8 mos
The Leaders Group, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Amundi Asset Management US, INC.
May 2022 - August 2022 · 3 mos
Amundi Distributor US, INC.Broker
April 2022 - August 2022 · 4 mos
John Hancock Distributors LLCBroker
September 2020 - March 2022 · 1 yr 6 mos
Northwestern Mutual Investment Services, LLCBroker
November 2019 - April 2020 · 5 mos
State Registrations3 states
CAFLMA
AdvisorBrokerBoth

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.
Peder Knoth - Financial Advisor | TrueAdvisor