Transce3nd LLC, operating as e3 Wealth, provides investment management, financial planning, and retirement plan consulting services. Transce3nd helps clients build, manage, and preserve wealth through personalized asset allocation and ongoing portfolio supervision. The firm primarily allocates client assets among individual stocks, bonds, exchange-traded funds, options, mutual funds, and alternative investments. Transce3nd also offers standalone financial planning and coordinates with clients' other professionals, such as certified public accountants and estate attorneys. Additionally, through affiliated entities, Transce3nd provides tax preparation and insurance services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees do not exceed 1.65% annually and are customized per client. Fees cover wrap program costs including custody and transaction expenses.