Aubrey Elam
Aubrey Elam is a registered investment advisor at Tlg Advisors, INC., based in Charlotte, NC, with 2 years of industry experience. Aubrey 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
6101 Carnegie Blvd, Suite 355,, Charlotte, NC, 28226
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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.Broker
The Leaders Group, INC.
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.