Transcend Capital Advisors offers personalized financial planning and investment management to individuals, high net worth individuals, family offices, trusts, estates, retirement plans, and private foundations. Transcend manages investments using various strategies and vehicles, including individual securities, mutual funds, ETFs, and alternative investments. They may also recommend investments in affiliated private funds. Financial planning services cover areas like cash flow, retirement, and estate planning. Transcend also provides retirement plan advisory and consulting services.
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.