AM
CFP

Andrew James Mitchell

11 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

5251 W 116th Place, Suite 200, Leawood, KS, 66211

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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

Andrew is an investment advisor representative (IAR) for MAS Advisors and TLG Advisors Inc, spending a few hours per week on each. He also engages in general business consulting through Growth Management LLC and works as an independent insurance agent, dedicating minimal time to each.

Employment History
Current Registrations
Tlg Advisors, INC.
December 2022 - Present · 3 yrs 1 mo
The Leaders Group, INC.
May 2022 - Present · 3 yrs 8 mos
The Leaders Group, INC.Broker
May 2022 - Present · 3 yrs 8 mos
Previous Registrations
Tlg Advisors, INC.
November 2022 - November 2022 · 0 mos
Mas Advisors LLC
June 2020 - January 2023 · 2 yrs 7 mos
UBS Financial Services INC.
June 2014 - July 2020 · 6 yrs 1 mo
UBS Financial Services INC. Broker
May 2014 - July 2020 · 6 yrs 2 mos
State Registrations2 states
KSTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew James Mitchell - Financial Advisor | AdvisorDiscover