MM
MM

Michael Milevoi

1 Year of Experience
Cranford, NJ

Michael Milevoi is a registered investment advisor at Tkg Wealth Advisers LLC, based in Cranford, NJ, with 1 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, Education Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 163 clients with $69M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
163 clients
Average Client Portfolio
$421K average
Assets Under Management
$68.6M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

The annual asset management fee is up to 1.75% of the value of the assets held in the client’s account(s). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1150 Raritan Rd., Suite 201, Cranford, NJ, 07016

Get directions

History

Regulatory History
Clean regulatory record

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
June 2024 - Present · 1 yr 10 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
Michael Milevoi - Financial Advisor | TrueAdvisor