Endeavor Financial Advisors offers portfolio management using mutual funds, ETFs, and bonds, tailored to your financial situation, risk tolerance, and goals. They also offer financial planning services covering various areas like retirement, taxes, and estate planning. Endeavor can recommend portfolio managers for clients to select, and continuously evaluate their performance. They also offer general consulting services on investment selection and tax preparation.
Assets Under Management$80M
Clients101
Advisors1
Avg. per Client$790K
Avg. per Advisor$80M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Fees are negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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