Aubrey Elam
Aubrey Elam is a registered investment advisor at Tlg Advisors, INC., based in Charlotte, NC, with 2 years of industry experience. Aubrey 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
6101 Carnegie Blvd, Suite 355,, Charlotte, NC, 28226
Get directionsHistory
Regulatory History (1)
Criminal
March 2019Other Business ActivitiesSells Insurance
Aubrey is an Associate VP at EpicVanbridge LLC, selling variable products and working as an insurance business DBA, dedicating about a quarter of his time. He is also an Associate VP at Vanbridge, an Epic Company, selling fixed insurance products, which is a nearly full-time commitment, and an IAR Rep at TLG Advisors Inc.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
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.
Exams
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