Donald Garlikov
Donald Garlikov is a registered investment advisor at Tlg Advisors, INC., based in Columbus, OH, with 53 years of industry experience. Donald 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
41 S High Street, Suite 3400, Columbus, OH, 43215
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is the owner/chairman of Garlikov & Associates Inc. since 1978, selling variable and non-variable life insurance, LTC, and disability insurance, dedicating nearly full-time hours to this. He is also the president of Garlikov Advisors Inc. since 2009, an SEC registered investment advisor, spending about 10-20% of his time on this, and an agent for Premier Brokerage since 2018, receiving commissions through Zurich, but dedicating no time to it. Donald is also an IAR rep for TLG Advisors, Inc., dedicating a few hours per week, and a consultant for BioSig Technologies, Inc., dedicating minimal time.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Garlikov Advisors INC
Previous Registrations
M Holdings Securities, INC.Broker
Ga Financial, INC.Broker
Mutual Service CorporationBroker
Mutual Service CorporationBroker
Federation for Financial Independence, INC.Broker
Ogilvie & Taylor Securities CorporationBroker
Phoenix Equity Planning CorporationBroker
Insurance Funding Agence INCBroker
State Registrations20 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.