Endress Capital Management (ECM) offers investment management services, primarily using exchange-traded funds and mutual funds to diversify portfolios based on client goals and risk tolerance. ECM may also recommend individual securities. ECM also provides financial advice tailored to clients' specific circumstances, covering budgeting, retirement planning, insurance, Social Security, investment allocation, and tax-efficient strategies.
Fee Structure
Endress Capital Management charges a percentage-based fee on the value of your managed accounts at the end of each quarter. This fee is negotiable and detailed in your investment advisory agreement. You may also pay other fees, such as mutual fund fees, transaction fees, custodial fees, and brokerage fees. In some cases, ECM may charge an hourly fee, retainer, or flat fee instead of or in addition to the percentage-based fee, which will be negotiated on a case-by-case basis.