A complete list of active advisors currently associated with Endeavor Advisors, LLC
Warmer can help you find a great advisor at Endeavor Advisors, LLC or one who fits your needs even better.
Endeavor Advisors, LLC is a registered investment adviser that provides discretionary investment management, family office and wealth management, financial planning, and consulting to individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm reports approximately $559.5 million in discretionary assets under management, oversees an additional $102.9 million in assets under advisement, and serves about 175 clients through a team of eight advisors. The firm constructs primarily long-term portfolios using individual equities, ETFs, mutual funds, bonds and unaffiliated managers, applying both fundamental and technical analysis while retaining legacy positions when appropriate for tax or fit reasons; clients can place reasonable investment restrictions and the advisor conducts regular rebalancing and monitoring. Endeavor also implements portions of client portfolios through independent managers and may introduce third‑party options managers that use securities-based lending arrangements, performing initial and ongoing due diligence and oversight of those managers. Noteworthy features include its family office service offering combined with standalone planning engagements billed either as project-based fixed fees (up to $50,000) or hourly (up to $350), and a stated minimum relationship size of $1,000,000 (waivable). The firm, founded in January 2023, maintains an institutional custodial relationship with Charles Schwab from which it receives certain economic benefits, discloses and monitors personal trading by supervised persons, and does not accept proxy‑voting responsibility for client accounts.
To learn more about the advisors currently working at Endeavor Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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