Joel Everett
Joel Everett is a registered investment advisor at Transce3nd LLC, based in Walnut Creek, CA, with 6 years of industry experience. Joel 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
Walnut Creek, CA
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2019Judgment / Lien
June 2016Other Business ActivitiesSells Insurance
Joel is involved in three outside business activities. He provides investment advisory services through Transcend, spends a few hours per week selling insurance solutions, and owns/instructs at GID Martial Arts.
Employment History
Current Registrations
Transce3nd LLC
Previous Registrations
Realta Equities, INC.Broker
Proxy Freedom
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
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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