Transcend Advisor Group provides portfolio management and financial planning services tailored to each client's goals, risk tolerance, and financial situation. Investment management includes creating a strategy, determining asset allocation, and monitoring the portfolio. Financial planning covers areas like retirement, education, and insurance needs. Clients can choose a one-time plan or ongoing advice. Transcend Advisor Group may invest client funds with other specialist investment advisors.
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.