Matthew White
Matthew White is a registered investment advisor at Endurance Investment Strategies, INC., based in Fresno, CA, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 42 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Advisory fee is negotiable. At our discretion, we may combine the account values of family members living in the same household to determine the applicable Advisory Fee.
Fee Estimator
Location
Fresno, CA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a CA insurance agent offering fixed insurance products (life, health, accident) through "Endurance Investment Strategies" since 2007, dedicating minimal time to this. He also sells agricultural products (beekeeping) since 2015, which is not investment-related and takes minimal time.
Employment History
Current Registrations
Endurance Investment Strategies, INC.
Previous Registrations
Independent Financial Group, LLC
Edward Jones
State Registrations1 state
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