Sergio Garcia is a registered investment advisor at Endurance Financial Planning, LLC, based in Mcallen, TX, with 9 years of industry experience. Sergio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 596 clients with $100M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees are calculated using the average daily balance and charged quarterly in arrears. Accounts are combined to reach breakpoints. Fees may be waived or reduced at the firm's discretion for certain clients and employees.
Fee Estimator
Location
2400 N 10th St., Suite B, Mcallen, TX, 78501
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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 Activities
Sergio is a Clinical Associate Professor at The University of Texas - Rio Grande Valley, dedicating about 10-20% of his time to lecturing. He also works as a Financial Advisor for Whitewing Financial Consulting, LLC, spending about 10-20% of his time there, and is a tax preparer and consultant, spending minimal time on those activities.
Employment History
Current Registrations
Endurance Financial Planning, LLC
Previous Registrations
Tranquility Financial Planning
State Registrations2 states
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
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