EndowBridge Capital offers two investment strategies: the EndowBridge Legacy Strategy and the EndowBridge Balanced Growth & Income Strategy. These strategies use low-fee exchange traded funds and minimal rebalancing. EndowBridge does not use short-term market forecasts. The firm can serve as a sub-advisor to other registered investment advisors. EndowBridge's strategies are designed for endowments, foundations, family offices, and other long-term accredited investors.
Assets Under Management$4.6M
Clients10
Advisors1
Avg. per Client$460K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.30% |
| $10.0M - $50.0M | 0.20% |
| $50M+ | 0.10% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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