ENDURE Retirement provides retirement plan consulting and investment advisory services to employer-sponsored retirement plans. They assist with establishing, monitoring, and reviewing company retirement plans. ENDURE also offers wealth management services to individuals, providing non-discretionary investment advice using mutual funds. Clients must approve recommendations before they are applied to the client’s account.
Fee Structure
ENDURE Retirement offers wealth management services where they make investment recommendations using mutual funds. Clients must approve these recommendations before they are implemented.
For clients invested in American Funds, the maximum annual fee is 2% of the average daily value of your account, charged quarterly. For clients on the IRA Platform, the maximum annual fee is 1%, charged monthly.