Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
2600 Patriot Blvd, Suite 250, Glenview, IL, 60026
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea is the COO of JNJ Associates, overseeing operations of the firm including investment and insurance business, taking about a quarter of her time. She also works as a CPA/Accountant for Cutler Financial Services (about half her time), is an IAR Rep for TLG Advisors Inc (minimal time), and manages/operates two accounting firms, Healthy Coin PLLC and Navarro Strategies LLC (full-time for each).