BS
BS

Bailey Sigler

4 Years of Experience
BrokerSells Insurance

Bailey Sigler is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 4 years of industry experience. Bailey 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

475 Springfield Ave, Summit, NJ, 07901

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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

Bailey is an independent insurance agent selling life insurance through Premier Planning NC Group, dedicating nearly full-time hours to this. Bailey is also an IAR Rep with TLG Advisors, Inc., spending a few hours per week on this RIA business.

Employment History
Current Registrations
Tlg Advisors, INC.
October 2021 - Present · 4 yrs 6 mos
The Leaders Group, INC.Broker
July 2021 - Present · 4 yrs 9 mos
State Registrations2 states
FLNC
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.