Endowe Advisory LLC

Fee-Only (% of Portfolio)

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.

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 (Flat)
Portfolio ValueAnnual Fee
Any0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm