Transce3nd LLC
Assets Under Management
$362.0M
Number of Clients
2,517
Number of Advisors
36
Average Client AUM
$144K
AUM per Advisor
$10.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Transce3nd LLC offers discretionary investment management and supervisory services for a fee based on AUM. They determine portfolio composition based on client needs, goals, and risk tolerance, allocating assets among various securities. The firm utilizes AE Wealth Management (AEWM) for asset management services, including model managers and portfolio managers. Clients receive continuous investment advice tailored to their individual needs.
Fee Structure
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.
Areas of Practice
Location
835 Main Street, Building 200, Buda, TX, 78610