Transcend Advisor Group manages investment portfolios and provides financial planning for individuals, families, and institutions. Transcend Advisor Group builds customized portfolios using mutual funds, individual stocks and bonds, options, and exchange-traded funds, and can manage accounts either with full trading authority or requiring client approval for each trade. In addition to investment management, Transcend Advisor Group offers financial planning covering retirement, personal savings, education funding, and insurance needs, available either as a one-time project for a flat fee or on an ongoing basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Fees are negotiable up to a maximum annual rate of 1.85% based on client needs, investment strategy complexity, and overall situation.