Enduring Wealth Management provides asset management services, managing custodial accounts with ongoing supervision. They also offer financial planning and consulting services, covering financial goals, tax planning, asset allocation, risk management, and retirement planning. These services include budgeting, education planning, cash flow planning, charitable planning, lines of credit analysis, insurance analysis, business financial planning, mortgage/debt analysis, and real estate analysis. Implementation of recommendations is at the client's discretion.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Financial planning and retirement planning are included in the asset management fee with no additional cost.