Capital Endurance Group provides portfolio management and financial planning. They offer comprehensive wealth management, which combines investment management and financial planning, and stand-alone financial planning services. Investment advice includes exchange-traded funds, mutual funds, stocks, bonds, and alternative investments. Financial plans cover net worth, cash flow, retirement, college, estate planning, and risk management. They do not implement financial planning recommendations unless a client enters into a separate investment management agreement.
Assets Under Management$84M
Clients72
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Comprehensive wealth management fee schedule is negotiable at Capital Endurance Group's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...