TLG Advisors offers investment supervisory services, manages investment accounts, and provides financial planning to individuals, retirement plans, trusts, estates, charities, businesses, and corporations. These services are delivered through independent Investment Advisor Representatives and sub-advisors. TLG Advisors also offers Starlight Portfolios, a web-based advisory service with portfolios composed of mutual funds.
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.