Tlg Advisors, Inc.

TLG Advisors, Inc. is a U.S. Securities and Exchange Commission Registered Investment Adviser established in 1997. The firm offers investment supervisory services, financial planning, and investment advice to various clients, including individuals, retirement plans, trusts, and charitable organizations. TLG Advisors provides services through independent Investment Advisor Representatives and sub-advisors. The firm's services include investment policy planning, asset allocation, and ongoing monitoring of asset managers' performance. TLG Advisors manages approximately $1,980,000,000 in client assets, all of which are discretionary. The firm offers a web-based advisory service called Starlight Portfolios, which provides portfolios composed of passive and active mutual funds based on clients' risk tolerance and investment objectives. TLG Advisors charges fees based on assets under management, ranging from 0.80% to 1.75% per year. Additionally, the firm may charge fixed or hourly fees for financial planning and consulting. Starlight Portfolios fees range from 0.55% to 1.15%, with additional fees to the technology platform provider. Clients may have accounts with a minimum of $25,000, which can be combined within a household. TLG Advisors does not accept performance-based fees or side-by-side management accounts. The firm's investment strategies primarily involve fundamental analysis and Modern Portfolio Theory, aiming to reduce portfolio risk through diversification. TLG Advisors discloses potential conflicts of interest and requires affiliated persons to adhere to a Code of Ethics. Clients have the option to terminate agreements with a 30-day notice and may receive refunds for prepaid fees.