Endowment Wealth Management (EWM) offers personalized financial planning and investment management services. EWM invests client assets in exchange-traded funds (ETFs), mutual funds, and alternative investments. EWM may recommend traditional assets like stocks and bonds, and/or source alternative investments. EWM's services are tailored to individual client needs and objectives.
Assets Under Management$430M
Clients397
Advisors11
Avg. per Client$1.1M
Avg. per Advisor$39M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | Included |
Fees negotiable for accounts over $30 million. Schedule applies to traditional investments in non-qualified (taxable) accounts and to all assets in qualified (non-taxable) accounts. Alternative investments in non-qualified accounts are charged a flat 1.0% fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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