Transcend Advisor offers personalized investment management and financial planning services. They help clients with investment management, financial goal setting, education funding, retirement planning, tax planning, and estate planning. Transcend Advisor manages investment portfolios using mutual funds, exchange traded funds (ETFs), stocks, and bonds. Wealth Management Services combine Financial Planning Services and Investment Management Services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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