Jonathan Holden Harris

Transcend Capital Advisors, LLC

36 Years of Experience

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Firm Information

Transcend Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

19 advisors

Number of Clients

1,065 clients

Average Client Portfolio

$2.9M average

Assets Under Management

$3.1B

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:$1,000

Investment management fees are negotiable, not exceeding 2.00% annually, and are prorated and paid monthly in advance based on the average daily market value of assets. Financial planning and consulting services have an initial fee of $1,000, with the remainder invoiced based on the agreement terms. Clients may incur additional fees and expenses charged by mutual funds and ETFs.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

7 Giralda Farms, Suite 300, Madison, NJ, 07940

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2016

Denied

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Other Business ActivitiesSells Insurance

Jonathan sells fixed insurance, dedicating minimal time to this activity. He is also involved in the Portsmouth, Rhode Island Pension Commission, real estate rentals, BOC, LLC, Aquidneck Country Club, JHH Realty, LLC, and is the President of Blackpoint Financial, Inc., which has written insurance business.