Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
7 Giralda Farms, Suite 300, Madison, NJ, 07940
Get directionsRegulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Robert is an advisor and partner at Transcend Wealth Collective since 2021, dedicating full-time hours. He also works as an agent selling fixed/traditional insurance products, spending a few hours per week. Additionally, Robert is a committee member for Sisters of Christian Charity and a board member for St. Paul - Inside The Walls, dedicating minimal time to each.