Enduro Capital Partners offers investment management services to individuals and high net worth individuals. The firm uses modern portfolio theory as an investment strategy, investing in equities, mutual funds, exchange-traded funds, leveraged ETFs, listed derivatives, and debt securities. As part of their service, they provide financial planning guidance to help clients ensure they have the necessary documents in place.
Assets Under Management$5.3M
Clients26
Advisors1
Avg. per Client$200K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$3K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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