Matthew Borriello is a CFP-designated registered investment advisor at Transcend Capital Advisors, LLC, based in Madison, NJ, with 10 years of industry experience. Matthew 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
7 Giralda Farms, Suite 300, Madison, NJ, 07940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Transcend Capital Advisors, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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