Endurance Financial helps clients achieve their financial goals through financial planning, consulting, and investment management. They create tailored plans emphasizing spending less than you earn, maintaining an emergency fund, and appropriate insurance. For investments, they use third-party managers and the GeoWealth platform to match your risk tolerance. They also offer business consulting services.
Assets Under Management$33M
Clients81
Advisors1
Avg. per Client$400K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.80% |
| $3.0M - $7.0M | 1.50% |
| $7.0M - $15.0M | 1.00% |
| $15M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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