Transcend Capital Advisors, LLC
Assets Under Management
$3.1B
Number of Clients
1,065
Number of Advisors
19
Average Client AUM
$2.9M
AUM per Advisor
$163.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Transcend offers personalized financial planning and discretionary/non-discretionary investment advisory services to individuals, high-net-worth individuals, family offices, trusts, estates, retirement plans, profit-sharing plans, and private foundations. They also manage portfolios for pooled investment vehicles. Services include financial planning, retirement plan advisory, and consulting.
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
Location
7 Giralda Farms, Suite 300, Madison, NJ, 07940