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.
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Learn about disclosures →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.