Timothy Fleming is a registered investment advisor at Endurance Financial Planning, LLC, based in Porter, TX, with 6 years of industry experience. Timothy 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
Porter, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Endurance Financial Planning, LLC
State Registrations2 states
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