Endurance Financial Planning provides financial planning and portfolio management services. They manage investments on an ongoing basis based on your financial situation, goals, and risk tolerance. They also offer comprehensive financial planning services to help clients achieve their financial goals, covering areas like cash flow, debt management, college savings, estate planning, and insurance.
Assets Under Management$75M
Clients694
Advisors4
Avg. per Client$110K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees may be waived or reduced for employees, family members, and affiliates of Endurance Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...