Enduring Wealth Advisors offers investment advice and financial planning to individuals and other clients. As a fiduciary, Enduring Wealth is legally required to act in the client's best interest. Services include creating and managing investment portfolios with stocks, bonds, ETFs, and other securities, as well as financial planning for retirement, estate, tax, and education. Enduring Wealth also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$110M
Clients230
Advisors3
Avg. per Client$490K
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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