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No Affiliation Fees

We do better when our advisors do better. There are no recurring fees, only a percentage payout. With our setup, everyone is offered the same deal, no haggling required.

ZERO

Ongoing Fees

85%

Payout

$15M

Minimum AUM

Initial, one-time registration fees apply. For advisors with AUM under $15 million, affiliation fees will apply, and payouts may vary. For IARs with significant AUM, a higher payout percentage may be available.*

Our model is for advisors who prefer to focus on a narrower range of responsibilities, expand their business and tap into our advisor network.

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Included Services

Regardless of how you affiliate with us as a hybrid or fee-only advisor, our offering is all-inclusive of E&O insurance, technology, compliance, and back-office services.

Compliance Oversight

We handle all the SEC compliance oversight so that our advisors don’t need to worry about dealing with regulators and required filings.

Custodian Services

We are a multi-custodial RIA with two primary and three secondary relationships. We utilize Fidelity and Schwab as our two preferred platforms, with the others being available to our advisors on a pre-approved basis.

Fee-Billing

Our advisors have flexibility in their billing frequency, and we process the fee-billing for them.

Technology Package

We offer a core technology stack offering that our advisors can utilize and build onto, to create a customized solution for their business. Our proprietary LeadersLink system is a custom build of Salesforce and Orion offering CRM, financial planning, aggregation, and reporting capabilities for our advisors.

Turn-Key Asset Management Platforms (TAMPs)

TLG Advisors is a multi-manager RIA with a preferred grouping of third-party asset managers available helping our advisors prospect, market and build their brands while allowing them to focus on asset gathering, not asset management.

Broker-Dealer Affiliate Option

Our fee-based, hybrid advisors utilize The Leaders Group as their broker-dealer solution. This allows our advisors to offer commission-based products and solutions in addition to asset management and financial planning.

Insurance Solutions

We believe that insurance planning is an essential part of being a fiduciary for clients. TLG Advisors has access to several fee-based annuities and life insurance options for our advisors. A complete suite of commission-based products is available through the broker-dealer affiliate if dually registered, or through a variety of outsourced insurance departments (OIDs) including several popular annuity exchanges.

Investment Access

Investment solutions such as fee-based 401(k), IRAs, and 529s are available through multiple providers along with several asset management solutions. If properly licensed, there exists a vast suite of variable and indexed annuity, variable life insurance, life settlement, as well as private placement life insurance options through our partners and affiliates.

E&O Insurance

Our advisors are issued a comprehensive E&O certificate that will cover all aspects of their advisory business.

Compliance Oversight

We handle all the SEC compliance oversight so that our advisors don’t need to worry about dealing with regulators and required filings.

Custodian Services

We are a multi-custodial RIA with two primary and three secondary relationships. We utilize Fidelity and Schwab as our two preferred platforms, with the others being available to our advisors on a pre-approved basis.

Fee-Billing

Our advisors have flexibility in their billing frequency, and we process the fee-billing for them.

Technology Package

We offer a core technology stack offering that our advisors can utilize and build onto, to create a customized solution for their business. Our proprietary LeadersLink system is a custom build of Salesforce and Orion offering CRM, financial planning, aggregation, and reporting capabilities for our advisors.

Turn-Key Asset Management Platforms (TAMPs)

TLG Advisors is a multi-manager RIA with a preferred grouping of third-party asset managers available helping our advisors prospect, market and build their brands while allowing them to focus on asset gathering, not asset management.

Broker-Dealer Affiliate Option

Our fee-based, hybrid advisors utilize The Leaders Group as their broker-dealer solution. This allows our advisors to offer commission-based products and solutions in addition to asset management and financial planning.

Insurance Solutions

We believe that insurance planning is an essential part of being a fiduciary for clients. TLG Advisors has access to several fee-based annuities and life insurance options for our advisors. A complete suite of commission-based products is available through the broker-dealer affiliate if dually registered, or through a variety of outsourced insurance departments (OIDs) including several popular annuity exchanges.

Investment Access

Investment solutions such as fee-based 401(k), IRAs, and 529s are available through multiple providers along with several asset management solutions. If properly licensed, there exists a vast suite of variable and indexed annuity, variable life insurance, life settlement, as well as private placement life insurance options through our partners and affiliates.

E&O Insurance

Our advisors are issued a comprehensive E&O certificate that will cover all aspects of their advisory business.

Learn more about our asset management options!

Asset Management

We aren't for everyone.

We do not offer transition bonus payments or forgivable loans for advisors to join.

We do not allow certain illiquid or alternative investments to be sold to non institutional clients.

Broker-Dealer Option

The Leaders Group, Inc. is an independent broker-dealer with access to a variety of investment and insurance-based products for registered reps. It is a perfect pairing for the hybrid advisor looking to join TLG Advisors. To find our more, visit our broker-dealer partner page. Learn more at LeadersGroup.net.

Discuss your needs with us today!

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*Affiliation fees exist for hybrid advisors associated with The Leaders Group, Inc. broker-dealer and for licensed, non-producing support staff. TLG Advisors reserves the right to offer customized affiliation setups for IARs when warranted based on asset size, experience, or competitive situations.