Andrew Insley
Andrew Insley is a CFP-designated registered investment advisor at Tlg Advisors, INC., based in Newark, DE, with 6 years of industry experience. Andrew 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
110 Chistiana Medic, Newark, DE, 19702
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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
Andrew is an insurance agent with Relation Insurance Services since 2021, dedicating nearly full-time hours to selling insurance. He is also an IAR Rep with TLG Advisors Inc since 2023, spending a few hours per week on this investment-related role.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
State Registrations5 states
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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