Endeavor Capital Management offers investment management services tailored to clients' financial situations, goals, and risk tolerance. Endeavor analyzes clients' investments and provides recommendations for individual equity and fixed income securities, mutual funds, and ETFs. The firm also manages assets as a sub-advisor for other registered investment advisors.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5.0M - $15.0M | 1.05% |
| $15.0M - $25.0M | 0.90% |
| $25M+ | 0.80% |
Fees are negotiable. Endeavor may manage assets as a sub-advisor for other registered investment advisors, and fees in that capacity may be higher or lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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