Amy Joslin is a registered investment advisor at Transce3nd LLC, based in Henderson, NV, with 8 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 1,620 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Henderson, NV
Get directionsHistory
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 Activities
Amy is an investment advisor representative (IAR) with Transce3nd, LLC, dedicating a few hours per week. She is also a registered representative with The Household Endowment Model and VFO (Virtual Family Office) Advisory Group, each taking about a quarter of her time, though the latter is uncompensated.
Employment History
Current Registrations
Transce3nd LLC
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Coastal Investment Advisors
Center Street Securities, INC.Broker
Emerson Equity LLCBroker
Ndx Trading, INC.Broker
State Registrations6 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.