Jacob Lewis is a CFP, ChFC-designated registered investment advisor at Endeavor Advisors, LLC, based in The Woodlands, TX, with 7 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 129 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Endeavor Advisors' portfolio management fees range from 0.30% to 1.50% of the value of your portfolio per year, deducted monthly. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the firm. Some clients acquired through a merger in 2023 will continue under their prior fee arrangement, with fees paid quarterly in advance.
Location
2001 Timberloch Place, Suite 500, The Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jacob manages Cutbow LLC, which holds a Colorado vacation home used as a rental property. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Endeavor Advisors, LLC
Previous Registrations
Uhy Capital Advisors, LLC
Wealth Advisors, INC.
Genworth Financial Advisers Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.