Tara Bansal
Tara Bansal is a CFP-designated registered investment advisor at Princeton Global Asset Management LLC, based in Princeton, NJ, with 17 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 365 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable based on account size, securities held, and client restrictions, up to a maximum of 1.50%. Accounts falling below a certain threshold are subject to a minimum annual fee of $5,000.
Fee Estimator
Location
17 Hulfish Street, Suite 240, Princeton, NJ, 08542
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tara provides life coaching services, dedicating a few hours per week. She also teaches at Princeton Adult School every fall and spring, teaching five weekly one-hour sessions.
Employment History
Current Registrations
Princeton Global Asset Management LLC
Previous Registrations
Positive Impact Consulting LLC
Private Wealth Management Group
Glen Eagle Advisors, LLC
Main Street Financial Solutions, LLC
State Registrations1 state
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
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