Federico Garza is a CFP-designated registered investment advisor at Endeavor Advisors, LLC, based in The Woodlands, TX, with 2 years of industry experience. Federico operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 129 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Endeavor Advisors' portfolio management fees range from 0.30% to 1.50% of the value of your portfolio per year, deducted monthly. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the firm. Some clients acquired through a merger in 2023 will continue under their prior fee arrangement, with fees paid quarterly in advance.
Location
2001 Timberloch Place, Suite 500, The Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Endeavor Advisors, LLC
State Registrations1 state
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