Transcend Capital Advisors offers personalized investment management and financial planning services for individuals, high-net-worth clients, families, trusts, and business entities. Transcend Capital Advisors builds customized portfolios using a mix of individual stocks and bonds, mutual funds, exchange-traded funds, and alternative investments. The firm operates primarily through a bundled fee program that covers both investment advice and trading costs. In addition to personal wealth management, Transcend Capital Advisors provides retirement plan consulting for employers and manages private investment funds for qualified investors. The firm tailors its services to each client's specific financial goals, risk tolerance, and time horizon through ongoing portfolio monitoring and regular reviews.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and vary based on relationship size and complexity, up to a maximum of 2.00% annually.