TKG Wealth Advisers is a registered investment advisor based in Cranford, New Jersey, providing discretionary portfolio management, financial planning, and retirement plan consulting. TKG Wealth builds personalized investment portfolios using low-cost institutional mutual funds, exchange-traded funds, individual stocks, and fixed income securities. The firm also works with legacy clients through co-advisory agreements with third-party advisors. TKG Wealth tailors its services to individual goals, risk tolerances, and time horizons, and provides continuous supervision and portfolio rebalancing. Additionally, the firm offers financial planning covering retirement, tax strategies, insurance, and estate planning, alongside specialized corporate retirement plan services.
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.