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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...see more
Assets Under Mgmt
$169.96M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
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
Reviews for Transcend Advisor Group, Llc
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