Endurance Investment Strategies provides investment advice tailored to individual client needs. They offer both discretionary and non-discretionary portfolio management services, along with financial planning services. Endurance uses various methods of analysis, including technical, fundamental, and cyclical analysis. They primarily advise on mutual funds and exchange traded funds.
Assets Under Management$25M
Clients42
Advisors1
Avg. per Client$600K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Advisory fee is negotiable. At our discretion, we may combine the account values of family members living in the same household to determine the applicable Advisory Fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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