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Endeavor Wealth Advisors, LLC
SEC-regulated
Registered investment advisor
Endeavor Wealth Advisors, LLC is a Registered Investment Adviser (RIA) founded in May 2019, located in Cleveland, Ohio. The firm offers discretionary and non-discretionary investment advisory and financial planning services to individuals, families, high net worth individuals, and trusts. Investment decisions are made based on each client's unique Investment Policy Statement. The firm primarily focuses on long-term investing strategies, using securities such as stocks, bonds, mutual funds, and ETFs traded on U.S. exchanges. EWA does not act as a custodian for client accounts and generally recommends Charles Schwab & Co., Inc. as the broker-dealer/custodian. The firm charges advisory fees based on a percentage of assets under management, with a minimum annual fee of $5,000. EWA does not participate in performance-based fees and has no disciplinary history to report. The firm requires a minimum account size of $500,000, which may be waived based on individual factors. EWA does not receive compensation for the sale of securities or other investment products and does not vote proxies on behalf of clients. The firm does not provide custodial services and does not have financial conditions that may impair its ability to meet client commitments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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