Endowment Partners offers investment management services using active and passive strategies, and investment consulting services to trustees and fiduciaries of endowment plans, non-profit organizations, and family foundations. EP also provides governance support and charitable gift annuity program administration. EP may provide seminars on investments and finance.
Assets Under Management$56M
Clients20
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001. For Charitable Gift Annuity Program Administration and Investment Management Services, the fee is 1.25% of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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