Corwin Eugene Davidson

Transce3nd LLC

12 Years of Experience

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Firm Information

Transce3nd LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

36 advisors

Number of Clients

2,517 clients

Average Client Portfolio

$144K average

Assets Under Management

$362.0M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

This firm offers a wrap fee program where you pay a single fee for investment advice and transaction costs. The fee covers TE3, AEWM, third-party partners, and custodian costs. The wrap program fees do not exceed 1.65%. The fee is calculated as a percentage of assets under management (AUM) based on the average daily balance of the account(s) and deducted from Client account(s) in arrears on a monthly basis. There is no stated minimum annual fee or minimum investment amount.

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Areas of Practice

Investment Management

Advisor Information

Office location

Round Rock, TX

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Regulatory History (1)

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Criminal

March 2004

Final Disposition

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Other Business ActivitiesSells Insurance

Corwin is involved in several business activities, including sales of investment and insurance products through Wealth Strategies Advisory Group and Transcend. He also sells insurance policies through Advisors Excel and provides exit planning services for business owners, dedicating full-time hours to each of these roles.