Daniel Beaudette is a registered investment advisor at Transcend Capital Advisors, LLC, based in Naples, FL, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,065 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transcend Capital Advisors charges a monthly fee for investment management services based on a percentage of the value of your investments. This fee is negotiable and won't exceed 2.00% annually. The fee is calculated monthly in advance based on the average daily market value of your account from the previous month. The initial month's fee is calculated in arrears. Clients invested in Transcend Private Funds are subject to additional fees outlined in the fund's documents. If Transcend uses independent managers, those managers will charge an additional fee.
Location
821 5th Avenue South, Naples, FL, 34102
Get directionsHistory
Regulatory History
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 Capital Advisors, LLC
Previous Registrations
Black Point Wealth Management
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.