TGF Assets
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TGF Assets is an independent advisory firm that serves individuals (including high‑net‑worth clients), qualified retirement plans, trusts, charitable organizations and small businesses, providing individualized asset management and financial planning. Its services include comprehensive portfolio management, standalone financial planning and consulting, and a firm‑sponsored wrap fee portfolio option.
The firm constructs diversified portfolios using equities, mutual funds, ETFs, options and fixed income, tailoring allocations to each client’s goals, risk tolerance and time horizon, and conducts continuous monitoring and periodic rebalancing. It employs analytical tools such as Monte Carlo simulation and uses a mix of long‑term, short‑term and trading strategies, and may include private securities when appropriate.
Notably for a small, single‑advisor firm with modest regulatory assets under management, TGF Assets sponsors and acts as portfolio manager for a wrap fee program and absorbs trading costs for wrap clients while receiving a portion of the wrap fee—a structure that is uncommon among peers. The firm also offers access to private investment strategies (venture capital and private equity) alongside traditional public market investments and discloses related business activities (insurance agency and consulting) that may create additional conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Separate commission compensation for insurance products sold by licensed investment advisor representatives; commissions typical for insurance products but not charged as advisory fees.
Hourly fees for financial planning and consulting services range from $150 to $300 per hour; limited planning fees from $150 to $500 per hour.
Account minimum: $100,000 Fee-only: Hourly fees for financial planning and consulting services range from $150 to $300 per hour and are negotiable; limited planning fees range from $150 to $500 per hour and are not negotiable.
Main office
Lumberton NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Tgf Assets · Tgf Assets LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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