How does the advisor help clients – Key Takeaways:
TRANSCENDENT CAPITAL GROUP offers a wide range of financial services to help clients reach their financial goals. With their experienced team of advisors, they provide personalized and comprehensive solutions to clients of all types. Their transparent fee structure and strong focus on client education sets them apart in the financial industry.
Facts and Insights:
TRANSCENDENT CAPITAL GROUP was founded in 2005 and has since grown to become a leading financial advisory firm. Their team of advisors has over 100 years of combined experience in the financial industry, allowing them to provide clients with expert guidance and personalized solutions. They have helped numerous clients achieve financial success and have built a strong reputation for their ethical and transparent approach.
Their success can also be seen in their assets under management, which currently stands at over $1 billion. This number is a testament to the trust and confidence that clients have in TRANSCENDENT CAPITAL GROUP to manage their wealth effectively.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (as of 2021) | Number of Advisors | Time in Business (founded in 2005) |
|---|---|---|
| $1 billion | 15 | 16 years |
Financial Services Offered:
TRANSCENDENT CAPITAL GROUP offers a wide range of financial services to cater to their clients’ diverse needs. They provide comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and insurance solutions. By offering these services under one roof, they are able to provide clients with a holistic financial plan that takes into account all aspects of their financial well-being.
Client Types:
TRANSCENDENT CAPITAL GROUP works with clients of all types, including individuals, families, and businesses. They have a strong focus on client education and believe in empowering their clients to make informed financial decisions. Their team of advisors takes the time to understand each client’s unique financial situation and goals, allowing them to tailor their services to their specific needs.
Fees & Compensation:
TRANSCENDENT CAPITAL GROUP has a transparent fee structure, which sets them apart in the financial industry. They charge a percentage of assets under management as their advisory fee, which means their success is aligned with their clients’ success. This fee covers all services provided by the firm, and clients do not have to worry about any hidden fees or commissions. This transparent approach to fees and compensation is a reflection of their commitment to putting their clients’ best interests first.
Background:
The team at TRANSCENDENT CAPITAL GROUP consists of experienced and highly educated professionals with diverse backgrounds. They come from various fields such as finance, accounting, and law, bringing a wealth of knowledge and expertise to the firm. This diversity allows them to provide clients with a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know:
TRANSCENDENT CAPITAL GROUP adheres to strict ethical standards and strongly believes in transparency with their clients. As such, they have no disclosures listed on their ADV form, meaning there have been no legal or disciplinary actions taken against the firm or its advisors. This speaks to their commitment to upholding the highest standards of integrity and professionalism in their practice.