Blair Jamieson is a CFP-designated registered investment advisor at Transcend Advisor Group, LLC, based in MIlwaukee, WI, with 13 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 360 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Transcend Advisor Group's investment management fees are negotiable, ranging up to 1.85% annually, depending on the client's needs and the complexity of the investment strategy. Fees are paid monthly or quarterly, either in advance or after the fact. Clients can terminate the agreement with ten days' written notice, and any unearned prepaid fees will be refunded.
Location
311 E Chicago Street, Suite 210, MIlwaukee, WI, 53202
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Blair is an independent insurance agent through Transcend Insurance Group, selling annuities and dedicating a few hours per week to this. He is also a member of Benefit Funding Services/FFR, assisting insurance agents, and spends minimal time on this. Blair also owns a portion of a commercial rental property.
Employment History
Current Registrations
Transcend Advisor Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
The Leaders Group, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.