TLG Advisors, Inc. is a registered investment advisor that has been in business since 1997 and is owned by Simplicity Financial Marketing Holdings Inc. TLG Advisors provides investment supervisory services, managed accounts, financial planning, and investment advice to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. Services are delivered through independent investment advisor representatives and outside money managers. TLG Advisors offers traditional asset management programs using mutual funds, exchange-traded funds, individual securities, and private equity, as well as digital advisory services through its Starlight Portfolios division. The firm uses fundamental analysis and modern portfolio theory to construct and monitor diversified portfolios tailored to client goals and risk tolerance. TLG Advisors manages approximately $2.3 billion in client assets on a discretionary basis.
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.