Michael Milevoi is a CFP-designated registered investment advisor at Tkg Wealth Advisers LLC, based in Cranford, NJ, with 2 years of industry experience. Michael 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
Get directionsHistory
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
Michael is the owner of Mileboy Holdings LLC, a valet service, since March 2024. He spends minimal time on this "ghost LLC".
Employment History
Current Registrations
Tkg Wealth Advisers 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
More Advisors
- Gary Mannuzza, CFPTkg Wealth Advisers LLC
- Robert Russo, CFP, PFSTkg Wealth Advisers LLC
- Bridger Dawson, ChFCMercer Global Advisors INC.
- Christopher Colyer, PFSCmc Wealth LLC
- Michael Flynn, CFPEdward Jones
- Robert Ambrozy, CFPAmbrozy & Associates, INC.