MB
CFP
MB
CFP

Michael Bisbee

11 Years of Experience
Eagle, ID

Michael Bisbee is a CFP-designated registered investment advisor at Enduro Wealth Management, LLC, based in Eagle, ID, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 13 clients with $4.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$339K average
Assets Under Management
$4.4M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.85%
$3M+0.65%

For the benefit of discounting our asset-based fee, we will aggregate accounts for the same individual, or two or more accounts within the same household unless instructed by the client not to do so. If a sub-advisor is engaged to execute its investment strategy within your account maintained at our custodian of record, the sub- advisor’s fee is incorporated into the fee as noted in the table.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is the founder and a tax advisor at Enduro Tax Advisory. This takes about half of his time, including during securities trading hours.

Employment History
Current Registrations
Enduro Wealth Management, LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Enduro Financial
April 2017 - June 2022 · 5 yrs 2 mos
Edward Jones
September 2016 - November 2016 · 2 mos
Edward JonesBroker
September 2016 - November 2016 · 2 mos
King Wealth Planning, INC.
January 2016 - February 2017 · 1 yr 1 mo
King Wealth Planning, INC.
April 2015 - December 2015 · 8 mos
LPL Financial LLC
April 2015 - September 2016 · 1 yr 5 mos
LPL Financial LLCBroker
March 2015 - September 2016 · 1 yr 6 mos
Morgan Stanley
December 2013 - April 2015 · 1 yr 4 mos
Morgan StanleyBroker
November 2013 - April 2015 · 1 yr 5 mos
State Registrations1 state
ID
Advisor

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.

Exams
No exam information available for this advisor.