Princeton Global Asset Management provides customized investment management and portfolio strategies for individuals, high-net-worth families, and institutional clients. The firm builds tailored equity, fixed income, and balanced portfolios based on each client's specific goals, risk tolerance, time horizon, tax situation, and personal values. Portfolios may include U.S., international, and global securities, exchange-traded funds, mutual funds, and independent managers for specialized strategies like municipal bonds. Princeton Global Asset Management also manages held-away retirement accounts such as 401(k) plans using third-party platforms, and assists with third-party estate planning document preparation. The firm is led by experienced investment professionals with backgrounds at major financial institutions.
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.