Amy Joslin is a registered investment advisor at Transce3nd LLC, based in Henderson, NV, with 8 years of industry experience. Amy 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
Henderson, NV
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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
Amy is an investment advisor representative (IAR) with Transce3nd, LLC, dedicating a few hours per week. She is also a registered representative with The Household Endowment Model and VFO (Virtual Family Office) Advisory Group, each taking about a quarter of her time, though the latter is uncompensated.
Employment History
Current Registrations
Transce3nd LLC
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Coastal Investment Advisors
Center Street Securities, INC.Broker
Emerson Equity LLCBroker
Ndx Trading, INC.Broker
State Registrations6 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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