Princeton Global Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$25,000

“In very limited situations where PGAM is engaged solely for Financial Planning/Consulting, our fees are negotiable, but generally range from $1,000 to $25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Annual fee

$5,000/yr

“There is a minimum fee of $5,000 per year for any accounts that fall below a certain asset threshold.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Princeton Global Asset Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “However, upon agreement between a Client and PGAM, fees may also be charged in advance, on a schedule other than quarterly, or at a fixed rate.”
• “In the event an Agreement includes a fee paid in advance and is terminated before a fee period’s end, any unearned fee will be returned to the Client by a mutually agreed upon method.”

How Princeton Global Asset Management LLC’s fees compare

• Its flat or project fee of $1,000-$25,000 spans the New Jersey median of $5,000. 86% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in Princeton that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the New Jersey median of $6,318. 30% of the 47 other New Jersey planners that publish an annual fee charge less.
• 3 of the 3 other planners in Princeton that publish an annual fee charge less.

About Princeton Global Asset Management LLC

• Firm size: 22 employees.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$5,000 minimum fee (stated in brochure)

Clients

356

Employees

22

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$921,324,613

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146644

Website

princetonglobal.com (opens in new tab)

Phone

(609) 945-1781

Can advise clients in 11 states: California, Colorado, Connecticut, Delaware, Florida, Maryland, North Carolina, New Jersey, New York, Pennsylvania, Texas

Other planners in Princeton that publish fees

• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Halberstadt Financial Consultants IncPrinceton$345/hr
• Jantorno Financial Advisors, LLCPrinceton$250/hr, $5,000⁠-⁠$16,000
• KDT Advisors, LLCPrinceton$350/hr, $10,000
• Kubhera Enterprises LLCPrinceton$100⁠-⁠$200/hr, $500⁠-⁠$7,500
• Millstone Financial GroupPrinceton$250/hr, $1,500

Compare all 19 planners in Princeton