Advisor at TLC Group Investment Advisors, LLC
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Firm
TLC Group Investment Advisors, LLC
Location
State College, PA 16801
Credentials
Series 63, Series 65
Industry experience
34 years
Mary Chuhinka Kurtz is a financial advisor with TLC Group Investment Advisors, LLC in State College, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Leigh Baldwin & Co., LLC and TLC Group Investment Advisors since 2006. Outside of advising, she is the sole owner of Leeward Wealth Inc., a fixed insurance and annuities business. TLC Group Investment Advisors provides investment management and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis along with due diligence of third-party managers to manage client portfolios across various asset classes.
Based on TLC Group Investment Advisors, LLC
0.50% to 2.00% annually, varying based on asset value and services rendered
Certain Advisory Affiliates may receive commissions through separate broker-dealer arrangements; not charged by the Firm itself.
Fee-only: Annual fee based on assets under management ranging from 0.50% to 2.00%
270 Walker Drive
State College, PA 16801
Pennsylvania
Leigh Baldwin & Co., LLC
2006 - Present (20 years)
TLC Group Investment Advisors, LLC
2006 - Present (20 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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