AB

Aaron T Burtzel

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

400 Hwy 169 South, Suite 200, Minneapolis, MN, 55426

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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

Aaron is a VP of Advanced Annuity Sales at TruChoice, dedicating full-time hours to this role. He is also an independent insurance agent and an IAR rep with TLG Advisors, Inc., but spends no time on these activities.

Employment History
Current Registrations
Tlg Advisors, INC.
February 2021 - Present · 4 yrs 11 mos
The Leaders Group, INC.
January 2021 - Present · 5 yrs
The Leaders Group, INC.Broker
January 2021 - Present · 5 yrs
Previous Registrations
Questar Capital CorporationBroker
October 2016 - January 2019 · 2 yrs 3 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron T Burtzel - Financial Advisor | AdvisorDiscover