AI

Anthony Steven Ivener

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K

TLG Advisors is compensated based on assets under management, with fees generally ranging from 0.80% to 1.75% per year. Additional transaction, custody, money manager, and platform fees may apply. Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors and 0.10% to Advisor Engine. Fees are negotiable, and accounts may be aggregated for discounts. Financial planning and consulting are also offered for fixed or hourly fees. Clients should review their advisory agreement for a breakdown of fees.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness Owners
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Advisor Information

Office location

1875 Campus Commons Drive, Suite 205, Reston, VA, 20191

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Anthony is the president and consultant for Ivener Management Group, focusing on best practices and succession planning, dedicating nearly full-time hours. He also procures life insurance and receives referral-based revenue share through Advisory LLC, spending about a quarter of his time on this activity.

Employment History
Current Registrations
Tlg Advisors, INC.
April 2018 - Present · 7 yrs 9 mos
The Leaders Group, INC.Broker
July 2015 - Present · 10 yrs 6 mos
The Leaders Group, INC.
July 2015 - Present · 10 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2014 - July 2015 · 1 yr 6 mos
Royal Alliance Associates, INC. Broker
June 2011 - January 2014 · 2 yrs 7 mos
Mutual Service CorporationBroker
July 2004 - December 2006 · 2 yrs 5 mos
Locust Street Securities, INC.Broker
June 2001 - October 2003 · 2 yrs 4 mos
United Securities Alliance, INC.Broker
January 1997 - June 2001 · 4 yrs 5 mos
State Registrations7 states
AZCADCFLHIMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.