Transcendent Investment Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, pension plans, businesses, and other organizations. Founded in 2025 and led by James M. Ethington, the firm focuses on portfolio construction, quantitative analysis, risk management, and trading strategies, which may include equities, exchange-traded funds, fixed income securities, and options. Transcendent Investment Advisors does not provide comprehensive financial planning, tax advice, legal advice, or insurance consulting. Advisory services are offered on either a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated based on engagement complexity, scope, and overall client relationship. Clients also pay a one-time $1,500 initial implementation fee.