Transcend Advisor Group, LLC
Assets Under Management
$206.6M
Number of Clients
367
Number of Advisors
4
Average Client AUM
$563K
AUM per Advisor
$51.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Transcend Advisor Group, LLC offers ongoing portfolio management and institutional consulting services based on client goals and risk tolerance. They also provide financial planning services to individuals and families for a flat fee or on an ongoing basis. They maintain both discretionary and non-discretionary accounts.
Fee Structure
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
Location
311 E Chicago Street, Suite 210, Milwaukee, WI, 53202