Endeavor Advisors LLC offers ongoing investment management and personalized financial planning tailored to each client's specific goals, time horizon, and risk tolerance. The registered investment advisor builds custom portfolios primarily using mutual funds, exchange-traded funds, equities, and fixed income securities through a long-term strategy based on modern portfolio theory. In addition to portfolio management, Endeavor Advisors provides financial planning covering areas such as retirement, taxes, education, debt, and Social Security. The firm also offers basic estate planning services and coordinates advisor-supervised estate planning through a third-party platform. Endeavor Advisors works with individuals, high-net-worth individuals, and pension and profit-sharing plans, with no account minimum required.
Fee Structure
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. When directing clients to third-party investment advisers like Sowell Financial Services or Evidence Based Advisors, the firm charges a separate fee schedule.