Endeavor Advisors provides wealth management and investment advice to families, businesses, and institutions. They begin with an initial meeting to understand the client's family, balance sheet, wealth plan, investment strategy, and financial goals. Endeavor manages client portfolios with discretionary authority and collaborates with clients' tax and legal advisors. They may recommend services provided by the firm or other professionals.
Fee Structure
Endeavor Advisors' portfolio management fees range from 0.30% to 1.50% of the value of your portfolio per year, deducted monthly. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the firm. Some clients acquired through a merger in 2023 will continue under their prior fee arrangement, with fees paid quarterly in advance.