JC
JC

John Campise

11 Years of Experience
Cranford, NJ

John Campise is a registered investment advisor at Tkg Wealth Advisers LLC, based in Cranford, NJ, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 281 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
281 clients
Average Client Portfolio
$363K average
Assets Under Management
$102.1M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are assessed up to 1.75% annually on the daily average net assets, billed monthly in arrears. Fees are negotiable and subject to discounting.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1150 Raritan Rd., Suite 201, Cranford, NJ, 07016

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John is the sole member of Campise Financial Strategies, LLC, created in 2020 to provide financial advisory services under a DBA. The LLC is currently inactive.

Employment History
Current Registrations
Tkg Wealth Advisers LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Park Avenue Securities LLC
April 2021 - October 2023 · 2 yrs 6 mos
Park Avenue Securities LLCBroker
April 2015 - October 2023 · 8 yrs 6 mos
State Registrations2 states
NJTX
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.
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