Enduring Investments LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Enduring Investments provides investment management for individual accounts and pooled investment funds. They also offer access to systematic model portfolios that clients can use to implement their own investment strategies. The firm primarily focuses on inflation-indexed products tailored to individual client needs, including inflation-linked bonds and other related instruments.

Assets Under Management$5.1M
Clients15
Advisors1
Avg. per Client$340K
Avg. per Advisor$5.1M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Enduring Investments' fees are individually negotiated and can be based on a percentage of your portfolio's value or a fixed fee. The specific fee structure is detailed in your investment management agreement. Fees may vary depending on the length of the 'lock-up' period you agree to. The firm may also charge a performance-based fee tied to the capital appreciation of your account.

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Location

1 Advisors at this firm