Endeavor Financial Planning offers financial planning and investment management services. They work with individuals, families, trusts, and small business owners. Services include financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Endeavor is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$52M
Clients43
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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