Transcendent Capital Group (TCG) offers investment advice tailored to clients' needs, including asset allocation strategies using stocks, bonds, mutual funds, and annuities. TCG also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. TCG offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$360M
Clients510
Advisors9
Avg. per Client$710K
Avg. per Advisor$40M
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Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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