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.
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.*
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.
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.
We require our advisors to have a clean regulatory record.
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.
*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.