Donald Durr is a registered investment advisor at Transce3nd LLC, based in Beaumont, TX, with 8 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
985 I-10 North, Suite 110H, Beaumont, TX, 77706
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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
Donald works as an independent contractor for Stryde Solutions, offering business consulting to business owners since 2019. He dedicates a few hours per week to this activity, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Transce3nd LLC
Previous Registrations
Tucker Asset Management LLC
Retirement Wealth Advisors, LLC
Partners for Prosperity, LLC
State Registrations1 state
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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