Molly Balunek is a CFP-designated registered investment advisor at Endeavor Wealth Advisors, LLC, based in Pepper Pike, OH, with 25 years of industry experience. Molly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 165 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees over $7,000,000 are negotiated.
Fee Estimator
Location
29525 Chagrin Blvd., Suite 300, Pepper Pike, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Molly is a board member of Validation Training Institute, Inc., a public charity, since January 2020. She dedicates minimal time to general board duties and managing the endowment fund pro bono.
Employment History
Current Registrations
Endeavor Wealth Advisors, LLC
Previous Registrations
Laurel Tree Advisors, LLC
Inverness Investment Group, LLC
Spero-Smith Investment Advisers, INC.
State Registrations1 state
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