Endeavor Wealth Advisors

Financial Advisor in Chagrin Falls, OH

Firm Info
Address: 29525 Chagrin Blvd #300, Cleveland, OH 44122, USA
Phone: (216) 373-0808

Firm Size
Assets Under Management: $158.7 million
# of Advisors: 2
# of Clients: 376
Client to Advisor Ratio: 188:1
Average Account Size: $422,136
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Endeavor Wealth Advisors, LLC Overview

Edward Jones is a fee-based registered investment advisory firm that has been in business since 1963. The firm is headquartered in St. Louis, MO and offers a range of financial services to its clients. As both a broker-dealer and insurance broker/agent, they specialize in providing investment advice to individuals, small businesses, and institutional clients. The firm's service offerings include portfolio management for both individual and business clients, as well as pension consulting services. They also provide clients the option to select advisors from their network of experienced professionals. With decades of experience in the finance industry, Edward Jones has established a reputation for providing high-quality investment advice tailored to the unique goals and needs of each of their clients. Their fee-based fee arrangement ensures that the interests of their clients are always front and center, making them a trusted partner for anyone seeking sound financial advice.

rate fixed retainer fee ENDEAVOR WEALTH ADVISORS, LLC cater to a diverse range of clients. They provide a variety of financial planning services to individuals, including high net worth individuals, who require customized solutions to their unique financial goals. Additionally, the firm serves pension or profit sharing plans for businesses, charitable organizations, and other corporation types not listed. Each client requires a tailored approach to their financial planning, and ENDEAVOR WEALTH ADVISORS, LLC is well-equipped to provide this service. When it comes to fees, ENDEAVOR WEALTH ADVISORS, LLC offers a range of fee structures depending on the specific requirements of each client. A percentage of AUM (Assets Under Management) is one such structure. This fee model is based on the total value of the assets managed by the advisor, which is typically a percentage of the overall value. Another structure available is the hourly rate model, where clients are charged on an hourly basis for the advice and services provided. Finally, ENDEAVOR WEALTH ADVISORS, LLC also offer a fixed retainer fee model, whereby clients pay a set fee for a specified period. The fee structure selected depends on the preference of the client and the nature of the services being provided.

Typical Clients, Fee Structures & Investment Minimum

According to ENDEAVOR WEALTH ADVISORS LLC's Part 2 Brochure, they do not mention an investment minimum. Therefore, it is unclear what their investment minimum may be, and interested investors should contact the firm directly for more information.

How This Office Can Help Chagrin Falls, OH Residents

Endeavor Wealth Advisors is a leading financial advisory firm that helps clients in Chagrin Falls, OH manage their wealth and achieve their financial goals. The firm offers a range of services, including investment advisory, financial planning, retirement planning, estate planning, and tax planning. The team of experienced financial advisors at Endeavor Wealth Advisors works closely with each client to assess their individual financial situation and create a customized plan that meets their unique needs and preferences. For individuals and families living in Chagrin Falls, OH, the team at Endeavor Wealth Advisors understands the specific financial challenges that they may face. Many residents of this area may be nearing retirement age and looking for ways to maximize their savings and investments to ensure a comfortable retirement. Others may be dealing with debt or other financial issues and need help creating a plan to pay off debts and manage their finances more effectively. Whatever the situation, Endeavor Wealth Advisors is committed to providing personalized and effective advice and guidance to help clients achieve their financial goals.


Services Offered by Endeavor Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Endeavor Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 29525 Chagrin Blvd #300, Cleveland, OH 44122, USA
Phone (216) 373-0808
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 29525 CHAGRIN BLVD., SUITE 300, PEPPER PIKE, OH 44122, United States

This firm has no other locations.

State Registrations

Endeavor Wealth Advisors, LLC is registered to service clients in the following states:

  • Florida
  • Ohio

Disciplinary History

Endeavor Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs