Andrew Tang
Andrew Tang is a registered investment advisor at Turner Financial Group, INC., based in Northvale, NJ, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 528 clients with $170M 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% |
These fees apply to legacy, grandfathered, and select DBA accounts. Fees are negotiable and may not exceed 2% annually for other accounts.
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
Legend Securities, INC.Broker
Claraphi Advisory Network, LLC
Purshe Kaplan Sterling InvestmentsBroker
National Asset Management, INC.
National Securities CorporationBroker
Wachovia Securities Financial Network, INC.
Wachovia Securities Financial Network, INC.Broker
Sands Brothers & CO., LTD.Broker
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.