Endeavor Advisors offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements for each client. Financial planning covers investments, insurance, taxes, retirement, education, and debt. They also offer basic estate planning services and advisor-supervised estate planning through Wealth.com. Endeavor Advisors may direct clients to third-party investment advisors.
Assets Under Management$43M
Clients344
Advisors4
Avg. per Client$120K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Comprehensive Financial Planning is included with this service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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