Transcend Wealth offers financial planning and investment management services. Financial planning covers retirement, estate, investments, risk management, taxes, education, Social Security, divorce, and long-term care. Investment management is offered on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. Transcend Wealth also manages variable annuities. The firm does not sell insurance or collect commissions.
Assets Under Management$71M
Clients111
Advisors1
Avg. per Client$640K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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