Chad Benoit is a registered investment advisor at Transce3nd LLC, based in Bastrop, TX, with 15 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 1,620 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees do not exceed 1.65% annually and are customized per client. Fees cover wrap program costs including custody and transaction expenses.
Fee Estimator
Location
1106 Pecan Street, Bastrop, TX, 78640
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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 →Other Business Activities
Chad is a treasurer/partner in a non-medical adult homecare business, though he has no day-to-day activities. He is also a registered representative with Madison Avenue Securities LLC, dedicating full-time hours to the sale of securities and investment products, and an investment advisor representative with Transce3nd, spending about 10-20% of his time there. Chad is also a referral partner for Advisors Excel Medicare Program and a member of LMFB, a private investment group.
Employment History
Current Registrations
Transce3nd LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Kalos Capital, INC.Broker
Royal Alliance Associates, INC.Broker
National Planning CorporationBroker
State Registrations7 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.
Exams
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