Assets Under Management
$362.0M
Number of Clients
2,517
Number of Advisors
36
Average Client AUM
$144K
AUM per Advisor
$10.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Transce3nd LLC offers discretionary investment management and supervisory services through a wrap fee program. Fees are based on a percentage of assets under management. They utilize AE Wealth Management for model managers and platform services. Clients can impose reasonable investment restrictions.
835 Main Street, Building 200, Buda, TX, 78610