Kara Downing is a CFP-designated registered investment advisor at Endeavor Wealth Advisors, LLC, based in Pepper Pike, OH, with 18 years of industry experience. Kara 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 →Employment History
Current Registrations
Endeavor Wealth Advisors, LLC
Previous Registrations
Younity Wealth Partners, LLC
Spero-Smith Investment Advisers, INC.
State Registrations1 state
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