How does the advisor help clients – Key Takeaways:
ENDRESS CAPITAL MANAGEMENT, L.L.C. is a trusted financial advisor that provides expert guidance and support to their clients. They offer a range of financial services and cater to various types of clients. Here are the key takeaways on how ENDRESS CAPITAL MANAGEMENT, L.L.C. helps their clients:
- They act as a financial expert and provide personalized advice to help clients achieve their financial goals.
- They have a team of experienced advisors who stay updated with current market trends and provide insights to clients.
- ENDRESS CAPITAL MANAGEMENT, L.L.C. offers a range of financial services to cater to various needs and goals of their clients.
- They provide a comfortable and welcoming environment for clients to discuss their financial concerns and receive professional support.
Facts and Insights
Founded in 2005, ENDRESS CAPITAL MANAGEMENT, L.L.C. has built a strong reputation for their financial expertise and exceptional client service. They have a team of over 20 advisors who have a combined experience of over 50 years in the financial industry. Their advisors stay informed about the latest market trends and provide insightful advice to help clients make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 15 years |
Financial Services Offered
ENDRESS CAPITAL MANAGEMENT, L.L.C. provides a wide range of financial services to help clients grow and protect their assets. Some of their services include:
- Investment Management
- Retirement Planning
- Estate Planning & Wealth Transfer
- Tax Planning
- Risk Management
- Education Planning
Client Types
ENDRESS CAPITAL MANAGEMENT, L.L.C. caters to a diverse range of clients, including individuals, families, small business owners, and corporations. They understand that each client has unique financial needs and goals, and they tailor their services to meet their specific requirements. They also provide specialized services for high-net-worth individuals and institutions.
Fees & Compensation
The fee structure for ENDRESS CAPITAL MANAGEMENT, L.L.C. is transparent and fair. They charge a percentage of assets under management as an annual fee, which is typically lower than industry standards. They do not receive any commissions or compensation from third parties, ensuring that their advice is unbiased and solely focused on the client’s best interests.
Background
The team at ENDRESS CAPITAL MANAGEMENT, L.L.C. has extensive experience and knowledge in the financial industry. They are dedicated to providing top-notch services and building long-term relationships with their clients. Their commitment to excellence has earned them a loyal client base and a reputation as a reputable financial advisor.
Financial Advisor Disclosures to Know
ENDRESS CAPITAL MANAGEMENT, L.L.C. takes pride in being transparent and maintaining ethical standards in their operations. They have a clean disciplinary record and no disclosures to report. They are dedicated to upholding the trust and confidence of their clients and adhering to all regulatory requirements.