AI
CFP

Andrew Glenn Insley

5 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

475 Springfield Ave, Suite 1, Summit, NJ, 07901

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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 insurance agent with Relation Insurance Services since 2021, dedicating nearly full-time hours to selling insurance. He is also an IAR Rep with TLG Advisors Inc since 2023, spending a few hours per week on this investment-related role.

Employment History
Current Registrations
The Leaders Group, INC.
March 2023 - Present · 2 yrs 10 mos
Tlg Advisors, INC.
March 2023 - Present · 2 yrs 10 mos
The Leaders Group, INC.Broker
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
Kestra Advisory Services, LLC
February 2023 - March 2023 · 1 mo
Kestra Investment Services, LLCBroker
February 2023 - March 2023 · 1 mo
Tlg Advisors, INC.
August 2020 - January 2023 · 2 yrs 5 mos
The Leaders Group, INC.Broker
July 2020 - January 2023 · 2 yrs 6 mos
State Registrations4 states
DEFLMDPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.