Endurance Financial Planning manages investment portfolios and provides comprehensive financial planning for individuals, high-net-worth clients, and retirement plans. The firm focuses on passive investment strategies, utilizing low-cost index mutual funds and exchange-traded funds designed to capture market returns while minimizing expenses and taxes. When building wealth management relationships, Endurance Financial Planning takes full discretionary authority to buy and sell investments based on each client's specific risk tolerance and financial goals. In addition to ongoing portfolio management, the firm offers standalone financial planning services that cover cash flow, debt management, budgeting, retirement planning, estate planning, and insurance analysis. Endurance Financial Planning is independently owned and operated, with offices in Texas.
Fee Structure
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 are calculated using the average daily balance and charged quarterly in arrears. Accounts are combined to reach breakpoints. Fees may be waived or reduced at the firm's discretion for certain clients and employees.