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.