Michael Ashton

Enduring Investments calculates management fees as a periodic percentage of the value of your portfolio. All fees are individually negotiated and vary based on factors such as account size, specialized guidelines, and agreed-upon lock-up periods. For example, accounts with a one-year lock-up might have a management fee of 1.5%, while accounts with a two-year lock-up might be charged 1.0%.

In addition to standard portfolio management fees, the firm may also charge an annual performance-based fee ranging from 5% to 20% of net capital appreciation above a high-water mark, depending on the agreed-upon investment strategy and benchmark. Management fees are generally billed quarterly in arrears, though other billing schedules may be arranged.