Michael Endress
Michael Endress is a registered investment advisor at Endress Capital Management, L.L.C., based in Evansville, IN, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 95 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Endress Capital Management charges a percentage-based fee on the value of your managed accounts at the end of each quarter. This fee is negotiable and detailed in your investment advisory agreement. You may also pay other fees, such as mutual fund fees, transaction fees, custodial fees, and brokerage fees. In some cases, ECM may charge an hourly fee, retainer, or flat fee instead of or in addition to the percentage-based fee, which will be negotiated on a case-by-case basis.
Location
Evansville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael sells comic books online, dedicating a few hours per week to this activity. This is not done during market hours.
Employment History
Current Registrations
Endress Capital Management, L.L.C.
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.