TLC Group Investment Advisors

Wealth Management Firm in Centre County, PA

Firm Info
Address: 270 Walker Dr, State College, PA 16801, USA
Phone: (814) 231-2265

Firm Size
Assets Under Management: $122.7 million
# of Advisors: 3
# of Clients: 295
Client to Advisor Ratio: 98:1
Average Account Size: $415,946
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Tlc Group Investment Advisors, LLC Overview

Thrivent Investment Management Inc. is a reputable fee-based registered investment advisory firm that has been providing exceptional investment advice since 1987. With its headquarters in Minneapolis, MN, the firm specializes in offering a range of financial planning services, including portfolio management for individuals and small businesses. As a broker-dealer, Thrivent Investment Management Inc. provides its clients with unbiased investment advice without any hidden fees or commissions. The firm prides itself on offering top-notch investment services that are personalized to the unique needs and goals of each client. Thrivent Investment Management Inc. has maintained a strong reputation for delivering exceptional investment advice that helps clients achieve their long-term financial goals. The firm's team of experienced professionals is dedicated to providing expert guidance to help clients make informed investment decisions and build lasting financial security. Overall, Thrivent Investment Management Inc. is a trusted partner for individuals and businesses seeking reliable investment management services.

TLC GROUP INVESTMENT ADVISORS, LLC is a highly-skilled investment firm that serves several types of clients with a wide range of financial needs. Their services cater to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporations not listed. With their vast expertise and meticulous attention to detail, they can provide tailored investment advice that caters to each client's unique investment goals and expectations. Depending on the type of service provided, the firm offers flexible fee structures that are designed to suit each client's specific needs. They operate on a percentage of assets under management (AUM) model, which is calculated as a percentage of the total value of assets that the firm is managing for each client. This fee structure offers clients the flexibility to only pay for the investment advice they need, without any hidden or additional charges. Rest assured, TLC GROUP INVESTMENT ADVISORS, LLC is committed to providing the utmost transparency, reliability, and value to all their clients.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for TLC GROUP INVESTMENT ADVISORS, LLC does not mention an investment minimum.

How This Office Can Help Centre County, PA Residents

TLC Group Investment Advisors provides comprehensive financial planning services to clients in Centre County, PA. Their team of experienced advisors works closely with clients to understand their unique financial situations, develop customized investment strategies, and provide ongoing support and guidance. In Centre County, many individuals and families are facing challenges related to retirement planning, college savings, and estate planning. With rising costs of living and fluctuating markets, it can be difficult to navigate these financial concerns on your own. TLC Group Investment Advisors helps clients by providing personalized recommendations based on their goals and risk tolerance, and by offering expert insights and analysis to help clients make informed decisions. Additionally, they offer a wide range of investment options to help clients grow and protect their wealth over time.


Services Offered by Tlc Group Investment Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Tlc Group Investment Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 270 Walker Dr, State College, PA 16801, USA
Phone (814) 231-2265
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Tlc Group Investment Advisors, LLC is registered to service clients in the following states:

  • Pennsylvania

Disciplinary History

Tlc Group Investment Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.