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How does the advisor help clients – Key Takeaways:
Endeavour Investment Partners, LLC is a leading financial advisory firm that has been serving clients since its establishment in 2005. Their team of experienced advisors is dedicated to providing expert financial guidance tailored to meet the unique needs and goals of each client. Through their comprehensive range of financial services, Endeavour Investment Partners, LLC helps clients achieve financial stability and security.
Facts and Insights
The following are some key facts and insights about Endeavour Investment Partners, LLC:
- Established in 2005
- Over $1 billion in assets under management
- Team of highly qualified and experienced financial advisors
- Provides a comprehensive range of financial services
- Serves a diverse client base
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 15+ | 16 years |
Financial Services Offered
Endeavour Investment Partners, LLC offers a diverse range of financial services to their clients, including:
- Investment management
- Retirement planning
- Wealth transfer and estate planning
- Tax planning and management
- Risk management and insurance planning
- Education funding
- Charitable giving
Client Types
Endeavour Investment Partners, LLC serves a diverse range of clients, including:
- High-net-worth individuals and families
- Corporate executives
- Business owners
- Retirees
- Non-profit organizations
Fees & Compensation
Endeavour Investment Partners, LLC operates on a fee-only basis, which means that they do not receive any commissions or incentives for recommending particular investment products. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients. They also provide transparent fee structures to their clients, without any hidden charges or fees.
Background
Endeavour Investment Partners, LLC was founded in 2005 by a team of financial experts with a mission to provide clients with personalized and comprehensive financial planning and investment management services. With over 15 advisors and more than $1 billion in assets under management, they have built a reputation for delivering excellent client service and achieving long-term financial success for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Endeavour Investment Partners, LLC is required to disclose any potential conflicts of interest or legal or disciplinary events that may impact their ability to provide fair and unbiased financial advice to their clients. These disclosures can be found in their Form ADV, which is available for public review.