Mark Laing Lichtenfeld

Transcend Capital Advisors, LLC

29 Years of Experience

View SEC Summary

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

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

Get directions

Regulatory History (4)

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.