Andrew Tang
Andrew Tang is a registered investment advisor at Turner Financial Group, INC., based in Northvale, NJ, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 620 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.75% |
Legacy and grandfathered schedule shown. Standard fees are negotiable up to 2.0% annually. Accounts also subject to an administrative fee of up to $7.25 per month.
Fee Estimator
Location
Northvale, NJ
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2020Customer Dispute
May 2017Other Business ActivitiesSells Insurance
Andrew works as an independent life insurance producer since May 2023. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Turner Financial Group, INC.
Previous Registrations
Arete Wealth Advisors, LLC
Claraphi Advisory Network, LLC
National Asset Management, INC.
Wachovia Securities Financial Network, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.