Starlight for Advisors

An easier approach to investment management

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Fee Disclosure

Starlight Portfolios does not charge trading, transaction, or re-balancing fees.

We have chosen mutual funds with the lowest level of fees built in.  These funds are charged institutional share class fees and have very low levels of expenses and no ongoing marketing fees.

Our fee schedule is as follows:

TD Ameritrade 0.15%
TLG portfolio manager 0.70% – 1.3% (includes 0.40% – 1.00% advisor fee, if applicable)
AdvisorEngine (our technology platform) 0.10%
Total Fee Charge 0.95 to 1.55%

Advisors are permitted to charge a maximum advisory fee of 1.3% for accounts valued up to $1M and 0.7% for accounts valued at more than $1M (.30% is retained by TLG Advisors for portfolio management fees).

Please contact our Chief Compliance Office, Jane Riley, with any questions or comments at (303) 797-9080 x1010 or jane@leadergroup.net.

Disclosure Statement

Starlight Portfolios is a division of TLG Advisors, Inc., an SEC registered investment advisor.  Past performance is no guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

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