MR
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
367 clients
Average Client Portfolio
$563K average
Assets Under Management
$206.6M
Fee Structure
Minimum Investment:$80K
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:$150 - $500/hr
Investment supervisory fees are negotiable, ranging up to a maximum of 1.85% annually. Financial planning fees range from $1,500 to $5,000 per plan, or $150 to $500 per hour. There is an $80,000 account minimum, but this may be waived. Clients are responsible for third-party fees.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information
Office location
311 E Chicago Street, Suite 210, Milwaukee, WI, 53202
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Transcend Advisor Group, LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Wealthspire Advisors
January 2021 - June 2023 · 2 yrs 5 mos
Wealthspire Advisors
October 2020 - December 2020 · 2 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.