TRANSCEND ADVISOR GROUP, LLC
Milwaukee, Wisconsin
5.0
1 Review
Transcend Advisor Group, LLC is a reputable investment advisory firm based in Milwaukee, WI. With a team of four dedicated employees, all of whom specialize in investment advisory services, the firm offers a high level of expertise and personalized attention to their clients. Impressively, Transcend Advisor Group, LLC manages an average of $271,580,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring a fair and aligned partnership with their clients. The firm boasts a substantia...
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Assets Under Mgmt

$169.96M

Investment Professionals

4

Locations

0

% 401K & Individual

80%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.