Daniel Ricks is a PFS-designated registered investment advisor at Transce3nd LLC, based in Colorado Springs, CO, with 1 years of industry experience. Daniel 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
5390 N Academy Blvd #300, Colorado Springs, CO, 80918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a managing partner at Press Holdings Colorado LLC DBA The Ricks Group, providing tax preparation and accounting services. He spends all of his time on this business.
Employment History
Current Registrations
Transce3nd LLC
State Registrations1 state
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