Endowe Advisory LLC offers investment advisory services exclusively through its online digital platform and mobile application. The firm uses algorithms to construct and manage diversified model portfolios primarily composed of exchange-traded funds (ETFs), mutual funds, equities, and fixed-income securities. Clients complete a suitability questionnaire to determine their investment objectives, time horizon, and risk tolerance, which guide portfolio recommendations. All communications occur electronically.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |