Endowment Wealth Management, Inc.

Wealth Management Firm in Neenah, WI

Firm Info
Address: W6272 Communication Ct, Appleton, WI 54914, USA
Phone: (920) 785-6010

Firm Size
Assets Under Management: $294.6 million
# of Advisors: 6
# of Clients: 1,590
Client to Advisor Ratio: 265:1
Average Account Size: $185,261
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

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

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

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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Endowment Wealth Management, Inc. Overview

Established in 2018, Endowment Wealth Management, Inc. is a fee-only registered investment advisory firm located in Appleton, WI. The firm is dedicated to providing investment advice only, and seeks to help individuals and small businesses manage their portfolios effectively. Endowment Wealth Management offers a wide range of services including financial planning, portfolio management, pension consulting, and selection of other advisors. In addition, the firm provides educational seminars and workshops to clients who want to learn more about investment management. The firm’s investment philosophy is structured around providing clients with personalized and objective advice so they can make informed decisions about their investments. Endowment Wealth Management believes in transparency and having an open and honest dialogue with clients. The team of experienced advisors is dedicated to putting their clients’ interests first, and providing them with the highest level of service. Endowment Wealth Management provides advisory consulting services as well, which is unique to many investment advisory firms. This means that they offer additional consulting on a range of services beyond traditional portfolio management. The firm is committed to helping clients maximize their wealth, and this commitment is reflected in their tailored services and personalized approach. Overall, Endowment Wealth Management is a trusted and reliable firm that can help clients navigate the complex world of investment management with confidence.

ENDOWMENT WEALTH MANAGEMENT, INC. prides itself on serving a diverse range of clients that includes individuals, high net worth individuals, pension or profit sharing plans, and various other corporation types not listed. The highly respected firm also caters to pooled investment vehicles, making it a trusted partner for investment offerings such as mutual funds and exchange-traded funds. Despite the varying needs of each client, ENDOWMENT WEALTH MANAGEMENT, INC. knows how to deliver customized plans and strategies to meet their unique needs. The fee structures available at ENDOWMENT WEALTH MANAGEMENT, INC. depend on the service provided and the complexity of the clients’ financial portfolios. Clients may opt for percentage-based fees, which are based on assets under management (AUM), or for performance-based fees, which are based on the success of the investment. For those who require comprehensive financial planning, ENDOWMENT WEALTH MANAGEMENT, INC. offers hourly fees, while those requiring a specific service might find that fixed fees are more suitable. ENDOWMENT WEALTH MANAGEMENT, INC. constantly strives to provide transparent and competitive pricing, assuring clients that they receive the highest level of value for their investment.

Typical Clients, Fee Structures & Investment Minimum

From the note in Endowment Wealth Management, Inc.'s Part 2 Brochure, it is clear that the firm has an investment minimum requirement. The brochure does not mention a specific minimum investment amount, but rather states that "minimum account sizes may be required for certain programs or investment strategies." This suggests that the investment minimum may vary depending on the particular investment program or strategy selected by the client. Potential clients should contact the firm directly for more information about investment minimums.

How This Office Can Help Neenah, WI Residents

Endowment Wealth Management, Inc. is a leading financial advisory firm in Neenah, WI, that specializes in assisting clients with their unique financial situations. The firm provides personalized investment management, retirement planning, estate planning, and tax planning services to help clients achieve their goals and secure their financial future. For clients in Neenah, WI, there are many financial situations that Endowment Wealth Management can help with. Some clients may be facing the challenge of managing their retirement savings and ensuring that they have enough income to sustain their lifestyle in retirement. Others may be looking to build a legacy for their family by developing a comprehensive estate plan. Additionally, many clients may be dealing with the complexities of tax planning, including optimizing their investments, minimizing taxes, and maximizing their returns. With years of experience and a seasoned team of advisors, Endowment Wealth Management can help clients navigate these challenges and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Endowment Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Endowment Wealth Management, Inc.

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 Endowment Wealth Management, Inc. 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
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Subscription (Newsletter or Periodical)
Commissions
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 W6272 Communication Ct, Appleton, WI 54914, USA
Phone (920) 785-6010
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  4 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location W6272 COMMUNICATION COURT, APPLETON, WI 54914-8531, United States

This firm has no other locations.

State Registrations

Endowment Wealth Management, Inc. is registered to service clients in the following states:

  • Florida
  • Georgia
  • Illinois
  • South Carolina
  • Texas
  • Wisconsin

Disciplinary History

Endowment Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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