Transce3nd LLC (TE3), operating as e3 Wealth, provides investment management and financial planning services. TE3 uses third-party money managers and model portfolios from AE Wealth Management. Financial planning covers estate, tax, charitable giving, and cash flow objectives. TE3 also offers retirement plan advisory services and consulting on various financial matters.
Fee Structure
TE3 provides investment management services through a wrap program, with fees calculated as a percentage of your portfolio. The wrap program fees do not exceed 1.65% and cover the costs charged by TE3, AEWM, any other third-party partners we utilize and the custodian (Schwab/Fidelity). The specific advisory fees are custom per client based on services provided based on the entirety of their relationship with the firm. A lower fee percentage may not always reflect a lower fee amount.