Richard Ivan Davis

Transcend Capital Advisors, LLC

20 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

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.