Endeavor Private Wealth offers investment management and financial planning services to individuals, high net worth individuals, trusts, businesses, and corporations. Services include investment and wealth management, selection of independent managers, and financial planning and consulting. Endeavor Private Wealth works with clients to determine their investment objectives and risk profile and develops a customized investment plan based on their individual needs and goals.
Assets Under Management$350M
Clients383
Advisors9
Avg. per Client$920K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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