Tara Stewart is a registered investment advisor at Tgf Assets, based in Lumberton, NJ, with 18 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lumberton, NJ
Get directionsHistory
Regulatory History (1)
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Financial
November 2023Pending
Employment History
Current Registrations
Tgf Assets
October 2025 - Present · 7 mos
Previous Registrations
Tsg Alpha Partners, LLC
May 2024 - November 2024 · 6 mos
Cetera Investment Advisers LLC
August 2023 - March 2024 · 7 mos
Cetera Advisor Networks LLCBroker
August 2023 - March 2024 · 7 mos
Securian Financial Services, INC.Broker
December 2022 - August 2023 · 8 mos
Securian Financial Services, INC.
December 2022 - August 2023 · 8 mos
Eagle Strategies LLC
July 2022 - December 2022 · 5 mos
Nylife Securities LLCBroker
June 2022 - December 2022 · 6 mos
Morgan StanleyBroker
January 2019 - May 2022 · 3 yrs 4 mos
Morgan Stanley
January 2019 - May 2022 · 3 yrs 4 mos
Advice and Planning Services
July 2016 - December 2018 · 2 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2016 - December 2018 · 2 yrs 5 mos
Hornor, Townsend & Kent, INC.
November 2015 - July 2016 · 8 mos
Hornor, Townsend & Kent, INC.Broker
June 2015 - July 2016 · 1 yr 1 mo
Prudential Financial Planning Services
October 2012 - June 2015 · 2 yrs 8 mos
Pruco Securities, LLC.Broker
September 2006 - June 2015 · 8 yrs 9 mos
State Registrations1 state
NJ
Advisor
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.
Exams
No exam information available for this advisor.