Transcend Capital Advisors, LLC
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Overview
Transcend Capital Advisors, LLC is located at 175 Park Avenue, Madison, NJ. The firm employs 21 financial advisors to manage client portfolios and provide financial guidance. Transcend Capital Advisors, LLC is not a registered broker-dealer.
Transcend Capital Advisors, LLC oversees $2.9 billion in assets under management across 4,468 accounts, of which 4,445 are discretionary and 23 are non-discretionary. Over the past year, the firm has provided financial planning services to between 26 and 50 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, pooled investment vehicles, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Transcend Capital Advisors, LLC includes asset-based, hourly, and fixed fees. The firm has 491 high net worth clients and maintains affiliations with an insurance company or agency.
Transcend Capital Advisors, LLC is registered in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Transcend Capital Advisors, LLC by the Numbers
$2.9 billion
39
4,468
$639.5 thousand
Products and Services
Transcend Capital Advisors, LLC provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. In the prior fiscal year, Transcend Capital Advisors, LLC provided financial planning services to 26-50 of its customers. The Firm does sell products or offer services different than investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely depend on which services are provided. Fees billed by Transcend Capital Advisors, LLC can include some blend of the following fee structures: asset-based, hourly, or fixed. The company does participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm manages money for a number of different customers. The firm caters to retail investors, high net worth investors, pooled investment vehicles, charitable organizations, and corporations. Out of its 5 clients, Transcend Capital Advisors, LLC's largest client group by number of accounts is high net worth investors, although it also caters to 491 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 44.64%
- Other Individuals - 53.36%
- Corporations - 1.36%
- Charitable Organizations - 0.64%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Transcend Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Transcend Capital Advisors, LLC
Madison, NJ
Madison, NJ
Madison, NJ
Madison, NJ
Madison, NJ
Bloomfield Hills, MI
Madison, NJ
Madison, NJ
Madison, NJ
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