Legrand Redfield is a CFP-designated registered investment advisor at Tlg Advisors, INC., based in Stamford, CT, with 47 years of industry experience. Legrand 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
60 Long Ridge Road, Suite 305, Stamford, CT, 06902
Get directionsHistory
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 Activities
Legrand is the President/CEO of Asset Management Group, Inc., a financial planning and investment advisory firm, dedicating full-time hours to this role. He is also an IAR Rep with TLG Advisors, Inc., spending a few hours per week on IAR business.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
The Leaders Group, INC.
Asset Management Group, INC.
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Symetra Investment Services, INC.Broker
Woodbury Financial Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations18 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
More Advisors
- Haoqi Zhang, CFAO'shaughnessy Asset Management, LLC
- Jacob Lambert, CFPTortoise Investment Management, LLC
- Eric Meermann, CFPPalisades Hudson Asset Management, L.P.
- Judith Havard, CFAStratos Wealth Partners, LTD
- William Bishop, CFPAlliancebernstein L.P.
- Austin Doebler, CFARzh Advisors LLC