Andrew Mcfarland
Andrew Mcfarland is a registered investment advisor at Tlg Advisors, INC., based in Dana Point, CA, with 33 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.
Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.
Location
Dana Point, CA
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Regulatory History (2)
Customer Dispute
April 2007Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Andrew is involved in insurance sales through BKA Financial, focusing on life insurance solutions and dedicating full-time hours to this endeavor. He is also an Investment Advisor Representative (IAR) with TLG Advisors Inc, but spends no time on this activity.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
P.J. Robb Variable CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Valmark Securities, INC.Broker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Equitable Distributors, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.