MEMBER SIPC FOR BROKER USE ONLY

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ADVISORY BASICS Advisory Options

Fee for Service:

Investment advisor representatives (IARs) may charge their clients a flat or ongoing fee for advice and counsel. This fee is charged for various services provided relating to financial service representation.

Non-discretionary Asset Management:

IARs may utilize either advisor directed or sub-advised account management options and charge an advisory fee as a percentage of assets under management (AUM).

Sub-advised Account Managers

We work with several sub-advisors that offer a range of investment strategies and portfolios for clients: SEI, Vantage, AssetMark, and Starlight Portfolios are some of our most popular managers, but we offer access to hundreds more.

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FEE-BASED: AN IMPROVED MODEL Using TLG Advisors to shift mutual funds and brokerage accounts to a fee-based model allows for better time management for your practice and a more efficient means to manage your clients’ money. The fee-based model also provides the following benefits:

Greater Market Agility

Today’s markets are increasingly becoming more volatile. A fee-based account can allow you to respond to critical market changes, without adding costs for investors.

More Time with Clients

What could you do with two more days? On average, advisors spend 40% of their time on administrative, operational, and investment research activities. A fee-based approach allows advisors to partner with third party money managers that specialize in supporting these needs and freeing up more time to spend with clients and focus on those activities that grow business.

Salesperson vs. Consultant

In a commission-based business, you frequently feel the pressure of making the next sale every time you meet with a client. Otherwise, you are not making any money on the investment of time with the client. The fee-based model is different in that you are compensated on an on-going basis so the time spent with a client is just part of the service that you provide. This allows you to focus not only on the sale, but to begin to develop deeper relationships with the client; truly understanding their needs, and serving as their advocate. This aligns your responsibilities with the client’s desire for financial success and when a client knows this, it is a stark difference from a commission-based sales approach.

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Grow Your Business Faster

The account size for fee-based business tend to be larger because advisors are usually more successful in capturing more of the client’s assets when using a fee structure versus a commission structure.

Attracts High Profile Clients

The majority of high net worth individuals are looking for a fee-based advisor, as opposed to the traditional commission-based broker. This trend is growing among the affluent and investment savvy investor market — worldwide.

Increased Recurring Revenue and Business Value

On an annual basis, a fee-based business plays better. One study found that fee-based businesses earn an average of 1.18% per fee-based account, versus 0.54% for commission-based accounts (Source: Price Metrix). According to this study, not only is the recurring revenue from fee-based accounts twice as much as commission based accounts, the value of your business is usually a multiple of recurring revenue so the value skyrockets when you add this increased amount to the multiple.

Account Aggregation and Maintenance

Performance reporting, portfolio accounting, data management, and back office reconciliation are much easier.

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STARLIGHT PORTFOLIOS

About Starlight Portfolios

Starlight Portfolios provides investors of any size, access to a broad universe of diversified investments, exclusively through mutual funds. The portfolios feature investment management flexibility, research-based recommendations, and goal-based planning.

The Financial Service Technology Revolution

The changing face of today’s financial planning practice requires that you not only respond quickly to changes in the market, you must also stay ahead of market trends. As a complement to your financial planning practice, a partnership with Starlight Portfolios results in a combination of your expertise and service supported by our online investment capabilities.

We represent the new age of financial planning, serving as your online investment advisory platform. We’ve designed the investor experience to provide your clients with all of the tools needed to build and manage a portfolio — at any time, from any place.

Platform Benefits

For Advisors

• Multiple fund options per asset class

• A truly automated third-party money management experience supported by next generation technology

• Maximized efficiency through paperless account opening process

• Fiduciary oversight, operational guidance, and investment selection by Starlight Portfolio’s investment committee

• Ability to track account opening process and investment performance via the online advisor portal

• Branded customer-facing site that can be used in conjunction with existing firm web operations.

For Investors

• Online automated process to create a customized investment portfolio

• Avoidance of paperwork hassle, through electronic signing and submission of new account paperwork

• Ability to track account setup and investment performance

• Access to investment accounts at any time, from any place

• Secure cloud storage of important financial documents

• Ability to view all personal financial accounts in one place

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PROPRIETARY TECHNOLOGY

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TLG Advisors is an SEC registered investment advisory firm with nearly 20 years of experience in the industry. We provide investment supervisory services, manage investment advisory accounts, and furnish investment advice to individuals, retirement plans, pension and profit sharing plans, trusts, estates, charitable organizations, businesses, and corporations.

Our services are provided through independent Investment Advisor Representatives who are affiliated with TLG Advisor, Inc. and sub-advisors and program sponsors. Our focus at TLG Advisors is delivering a superior level of customer service. Our friendly staff is ready to assist you in building your business.

MICAH HESTING micah@leadersgroup.net

(303) 797-9080 x113

ABOUT US

YOUR DEDICATED POINT OF CONTACT

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26 West Dry Creek Circle Suite 575

Littleton, CO 80120 (303) 797-9080 tlgadvisors.net