Enduring Wealth Management, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$170M
Clients173
Advisors1
Avg. per Client$990K
Avg. per Advisor$170M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. Financial planning and retirement planning are included in the asset management fee with no additional cost.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm