James Sosinski
James Sosinski is a registered investment advisor at Tkg Wealth Advisers LLC, based in Cranford, NJ, with 8 years of industry experience. James 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
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
Location
1150 Raritan Rd., Suite 201, Cranford, NJ, 07016
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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 ActivitiesSells Insurance
James is a partner in a CPA firm, an IAR for an RIA, and involved with several charities and other businesses. He also refers clients to an insurance agent through Lasting Legacy LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Tkg Wealth Advisers LLC
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.Broker
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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