Endurance Financial Group (EFG) provides investment management and financial planning services. EFG develops a personal investment policy or plan with an asset allocation target based on your goals and risk tolerance. EFG primarily advises on investments in stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, annuities, and cash equivalents. EFG may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$16M
Clients22
Advisors2
Avg. per Client$740K
Avg. per Advisor$8.1M
www.efg-planning.com ·www.linkedin.com/in/brian-peterson-cfp%c2%ae-mb... ·www.linkedin.com/company/endurance-financial-gr...
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$6,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.30% |
Fees are negotiable. The annual fee is based on an aggregate value of all managed accounts within the Client’s established household. EFG has a minimum fee requirement of $6,750. The minimum fee may be reduced or waived at the Advisor’s discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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