Endeavor Private Wealth, Inc.

Endeavor Private Wealth, Inc. is a registered investment adviser founded in 2021, offering personalized investment management and financial advisory services to individual investors. The firm operates under a fiduciary standard of care and provides portfolio management services through a wrap fee program. Clients are charged an annual fee based on assets under management, typically billed quarterly. The fee structure ranges up to 1.25% annually, with a maximum fee schedule based on cumulative billable household assets. The firm may waive fees based on certain criteria and may negotiate fee rates for specific client holdings. Endeavor Private Wealth offers discretionary and non-discretionary portfolio management services, tailored to individual client needs and goals. The firm utilizes a combination of active and passive strategies, investing in various securities like stocks, bonds, ETFs, and mutual funds. Clients have the option to impose reasonable restrictions on account management. The firm also provides financial planning and consulting services, including estate planning, tax planning, and retirement plan consulting. Endeavor Private Wealth does not charge performance-based fees, participates in client transactions, or engage in side-by-side management. The firm's investment strategies are based on risk-adjusted, tax-efficient, and cost-effective asset allocation, with security selection guided by qualitative, quantitative, technical, and relative strength metrics. Clients are informed about the risks associated with investing in different types of securities, including equity securities, fixed-income securities, mutual funds, ETFs, and alternative investments. The firm maintains a Code of Ethics to ensure client interests are prioritized and monitors employee personal trading activities to prevent conflicts of interest. Clients are periodically reviewed to assess goals, objectives, and account performance, with ongoing communication to address any changes in financial situations or investment objectives. Endeavor Private Wealth does not pay referral fees and provides financial information to clients, including details on prepayment of fees and the firm's financial condition.