BS

Benjamin Allen Schwarz

7 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

3550 E 2nd Avenue, Denver, CO, 80206

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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

Benjamin is an insurance strategist for 1789 Wealth Strategies LLC and an insurance producer for TYSERS LIVE, selling various insurance products. He also works as an IAR rep for TLG Advisors, Inc. and does automotive photography as a hobby.

Employment History
Current Registrations
Tlg Advisors, INC.
June 2022 - Present · 3 yrs 7 mos
The Leaders Group, INC.Broker
June 2022 - Present · 3 yrs 7 mos
The Leaders Group, INC.
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Valmark Advisers, INC.
March 2020 - May 2022 · 2 yrs 2 mos
Valmark Securities, INC.Broker
March 2018 - May 2022 · 4 yrs 2 mos
State Registrations2 states
COOH
AdvisorBroker
Exams
No exam information available for this advisor.
Benjamin Allen Schwarz - Financial Advisor | AdvisorDiscover