Mitchell Green is a registered investment advisor at Transcendent Capital Group, based in Edmond, OK, with 10 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 510 clients with $360M 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 | 2.00% |
Although the firm has a maximum annual fee rate of 2%, TCG’s advisors are free to negotiate a rate that is acceptable to both client and advisor.
Fee Estimator
Location
1008 South Bryant Avenue, Suite 250, Edmond, OK, 73034
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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
Mitchell has ownership stakes in several LLCs related to rental properties, airplane management, and an office building. He also serves on the board of directors for Martindale Consultants, Inc., dedicating a few hours per week to each activity.
Employment History
Current Registrations
Transcendent Capital Group
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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