Paul Stevenson
Paul Stevenson is a registered investment advisor at Tlg Advisors, INC., based in North Hampton, NH, with 39 years of industry experience. Paul 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
North Hampton, NH
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Regulatory History (1)
Civil
September 1990Other Business Activities
Paul is involved with DBA Valuation Service Groups, which provides appraisals of privately held securities and businesses. The filing does not specify the amount of time Paul dedicates to this activity.
Employment History
Current Registrations
Tlg Advisors, INC.
Previous Registrations
The Leaders Group, INC.Broker
Tower Square Securities, INC.Broker
The Leaders Group, INC.Broker
Capital Analysts, IncorporatedBroker
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.