Geri Mira is a registered investment advisor at Transcend Capital Advisors, LLC, based in Madison, NJ, with 32 years of industry experience. Geri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,065 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transcend Capital Advisors charges a monthly fee for investment management services based on a percentage of the value of your investments. This fee is negotiable and won't exceed 2.00% annually. The fee is calculated monthly in advance based on the average daily market value of your account from the previous month. The initial month's fee is calculated in arrears. Clients invested in Transcend Private Funds are subject to additional fees outlined in the fund's documents. If Transcend uses independent managers, those managers will charge an additional fee.
Location
7 Giralda Farms, Suite 300, Madison, NJ, 07940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Geri works as a Senior Associate at Transcend Capital Advisors, a Registered Investment Advisor (RIA). This role takes up a full-time commitment.
Employment History
Current Registrations
Transcend Capital Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.