Maximilian Rusch is a CFP-designated registered investment advisor at Transcend Advisor Group, LLC, based in Milwaukee, WI, with 5 years of industry experience. Maximilian 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.
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Current Registrations
Transcend Advisor Group, LLC
Previous Registrations
Wealthspire Advisors
Wealthspire Advisors
State Registrations1 state
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