Endeavor Wealth Advisors provides investment advisory and financial planning services to individuals and their families, including high net worth individuals and trusts. Advice is provided through consultation and may include financial objectives, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, succession planning and estate planning. The firm primarily focuses on securities (including stocks, bonds, mutual funds and ETFs traded on U.S. exchanges) and uses ADRs for foreign securities.
Assets Under Management$220M
Clients165
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees over $7,000,000 are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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