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How does the advisor help clients – Key Takeaways:
Endeavor Advisors LLC is a trusted financial advisory firm that provides clients with expert financial guidance. They offer a range of financial services and cater to different types of clients with varying financial needs. The firm has a strong reputation in the industry and is known for its personalized and strategic approach to wealth management.
Facts and Insights
Endeavor Advisors LLC was founded in 2005 and has been in business for 16 years. The firm currently has over $1 billion in assets under management and a team of 10 experienced and skilled advisors. Their main office is located in New York City, but they have expanded their reach to serve clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 10 |
Financial Services Offered
Endeavor Advisors LLC offers a comprehensive range of financial services to help clients achieve their financial goals. Their services include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide clients with access to a wide range of financial products and resources, such as stocks, bonds, mutual funds, and insurance policies.
Client Types
The team at Endeavor Advisors LLC caters to a diverse range of clients, including high net worth individuals, families, business owners, and institutions. They understand that each client has unique financial needs and goals, and they tailor their services accordingly. Whether a client is just starting to build their wealth or looking to preserve and grow their existing assets, Endeavor Advisors LLC has the expertise and resources to help them achieve their objectives.
Fees & Compensation
Endeavor Advisors LLC is a fee-only firm, which means they do not receive any commissions or kickbacks for recommending specific financial products to clients. Instead, they charge a percentage of the assets under management as their fee. This fee structure aligns the firm’s interests with those of their clients, as their compensation is directly tied to the performance of the client’s investments.
Background
The team at Endeavor Advisors LLC consists of highly experienced and knowledgeable financial advisors. They have diverse backgrounds and expertise in various areas of finance, including investments, taxation, and estate planning. With their combined experience and expertise, they are able to provide clients with comprehensive financial advice and guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, Endeavor Advisors LLC is legally required to disclose certain information to their clients and the public. This includes any potential conflicts of interest, fees and compensation, and the firm’s disciplinary history, if any. This information is readily available on the firm’s website and in their Form ADV, which is filed with the Securities and Exchange Commission (SEC).