Enduring Wealth Management provides personalized asset management and financial planning services. The firm manages investment portfolios using a long-term, goal-focused strategy based on Modern Portfolio Theory, investing in stocks, mutual funds, and exchange-traded funds. Alongside portfolio management, Enduring Wealth Management offers financial planning and consulting covering retirement planning, tax strategies, asset allocation, budgeting, and insurance analysis. The firm operates as a registered investment advisor and serves individual investors, families, and high-net-worth clients.
Assets Under Management$210M
Clients173
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and charged quarterly in advance. Financial planning is included in the asset management fee at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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