Sarah Holmes is a registered investment advisor at Transcendent Capital Group, based in Edmond, OK. Sarah 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.
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Learn about disclosures →Employment History
Current Registrations
Transcendent Capital Group
State Registrations1 state
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