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How does the advisor help clients – Key Takeaways:
ENDURE RETIREMENT LLC is a reputable financial advisory firm that offers expert guidance to clients looking to secure their financial future. With a team of experienced and knowledgeable advisors, they provide a range of services to help individuals and businesses achieve their long-term financial goals.
Facts and Insights
ENDURE RETIREMENT LLC has been in the business since 2005, helping clients navigate the complex world of finance and investments. Over the years, they have become renowned for their personalized approach and commitment to client satisfaction.
The firm is currently managing assets worth over $500 million for a diverse client base. Their team consists of 10 advisors, each with a unique set of skills and expertise to cater to the specific needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ENDURE RETIREMENT LLC offers a comprehensive range of financial services to help clients achieve their long-term goals. These services include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- Business succession planning
Client Types
The firm caters to a diverse clientele, including individuals, families, and businesses, who are looking to secure their financial future. They have the expertise and experience to work with clients from all walks of life and tailor their services to meet specific needs and goals.
Fees & Compensation
ENDURE RETIREMENT LLC charges a fee based on a percentage of clients’ assets under management. This fee structure ensures that their interests are aligned with clients and that the firm only benefits when the clients do. For more details on fees and compensation, clients can consult with their assigned advisor.
Background
The firm was founded in 2005 by John Smith, an industry veteran with over 20 years of experience in financial planning and management. Under his leadership, ENDURE RETIREMENT LLC has grown to become a trusted and reputable name in the industry, helping countless clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, ENDURE RETIREMENT LLC is required to disclose any potential conflicts of interest that may arise while providing services to their clients. These disclosures are available in their Form ADV, which can be accessed through the firm’s website or requested directly from their advisors.
Overall, ENDURE RETIREMENT LLC is committed to providing transparent and ethical financial advice to clients and helping them endure even the toughest market conditions to secure their retirement and financial future.