Enduro Wealth Management manages investment portfolios and offers financial coaching services. The firm begins with an interview to discuss the client's current situation, long-term goals, and the scope of services. Enduro also provides educational workshops on personal finance and investing. They may direct clients to third-party investment advisors when suitable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
For the benefit of discounting our asset-based fee, we will aggregate accounts for the same individual, or two or more accounts within the same household unless instructed by the client not to do so. If a sub-advisor is engaged to execute its investment strategy within your account maintained at our custodian of record, the sub- advisor’s fee is incorporated into the fee as noted in the table.