AE

Aubrey John Richard Elam

2 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
Loading...

Advisor Information

Office location

Charlotte, NC

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2019
Final Disposition
Other Business ActivitiesSells Insurance

Aubrey is an Associate VP at EpicVanbridge LLC, selling variable products and working as an insurance business DBA, dedicating about a quarter of his time. He is also an Associate VP at Vanbridge, an Epic Company, selling fixed insurance products, which is a nearly full-time commitment, and an IAR Rep at TLG Advisors Inc.

Employment History
Current Registrations
Tlg Advisors, INC.
January 2024 - Present · 2 yrs
The Leaders Group, INC.Broker
November 2023 - Present · 2 yrs 2 mos
The Leaders Group, INC.
November 2023 - Present · 2 yrs 2 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.