Barbara Walker is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 18 years of industry experience. Barbara 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
475 Springfield Ave, Summit, NJ, 07901
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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
Barbara owns Boss Doc Online, where she writes courses, dedicating minimal time. She is also a board member at Premier Marketing Resources Corp, a trucking company, spending a few hours per week, and a managing partner at Advanced Wealth & Retirement Planning Concepts, an insurance and RIA business, spending a few hours per week.
Employment History
Current Registrations
Tlg Advisors, INC.
Previous Registrations
Advanced Wealth and Retirement Planning Concepts, LLC
Advanced Wealth and Retirement Planning Concepts, LLC
Psp Financial Services LLC
Reap Financial Group, LLC
Brookstone Capital Management LLC
State Registrations1 state
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.