Endurance Wealth Management

Wealth Management Firm in Bristol County, RI

Firm Info
Address: Owen Building, 101 Dyer St, Providence, RI 02903, USA
Phone: (401) 854-0993

Firm Size
Assets Under Management: $1.2 billion
# of Advisors: 6
# of Clients: 766
Client to Advisor Ratio: 128:1
Average Account Size: $1.6 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

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)
  • Other

Get Connected with a Financial Advisor

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Endurance Wealth Management, Inc. Overview

Endurance Wealth Management, Inc. is an investment advisory firm that has been in business since 2009. Based in Providence, RI, the team at Endurance provides investment advice to their clients, operating under a fee-based arrangement. Although Endurance Wealth Management is an investment advisory firm, it only offers investment advice, with no brokerage services. The services provided by Endurance Wealth Management include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. Their team of experts provides personalized services for each of their clients, taking into consideration their individual needs and goals. As a registered investment advisory firm, Endurance is committed to providing transparent and unbiased investment advice to all its clients. They operate under a fee-based arrangement, which means that the only compensation they receive is from their clients. Endurance is an independent firm, and they are not affiliated with any other financial institution, which ensures that their advice is always unbiased and in the best interests of their clients. Overall, Endurance Wealth Management, Inc. provides a range of investment advisory services to help individuals and businesses achieve their investment goals. Their focus on providing unbiased advice and personalized services sets them apart from other investment advisory firms.

ENDURANCE WEALTH MANAGEMENT, INC. offers a range of services to various client types. Individuals seeking financial management advice can benefit from the firm's expertise in investment analysis and planning. High net worth individuals enjoy a level of personalization suited to their unique needs, including optimization of tax advantages and portfolio diversification. Pension or profit sharing plans, a popular option for employers, also benefit from the firm's management of these critical retirement savings vehicles. Charitable organizations seeking effective investment management solutions also turn to ENDURANCE WEALTH MANAGEMENT, INC. Other corporation types not listed may also find a customized approach to financial planning, depending on their needs. Fee structures available depend on the service provided. For instance, the firm may charge a percentage of AUM (assets under management), whereby the client pays a percentage of the total value of their managed portfolio as a fee for the firm's services. Other fees may apply to specialized services such as tax planning or investment analysis. The firm will work with clients to determine the appropriate fee structure based on their needs and goals. Overall, ENDURANCE WEALTH MANAGEMENT, INC. offers a dynamic and highly personalized approach to financial management services, tailored to the unique needs of each client.

Typical Clients, Fee Structures & Investment Minimum

According to ENDURANCE WEALTH MANAGEMENT, INC.'s Part 2 Brochure, no mention is made regarding their investment minimums. Therefore, it is unclear what their investment minimum might be.

How This Office Can Help Bristol County, RI Residents

Endurance Wealth Management is a well-respected financial advisory firm that assists clients in Bristol County, RI in a variety of ways. With their extensive knowledge and experience, they help clients navigate complex financial situations such as retirement planning, wealth management, and estate planning. They understand that each client has unique needs and goals, so they offer personalized solutions that are tailored towards achieving these goals. People living in Bristol County, RI may face financial challenges such as a lack of retirement savings, mounting debt, or unexpected medical expenses. Endurance Wealth Management provides comprehensive financial planning services, which help clients create a long-term financial plan that accounts for these potential financial obstacles. They also provide investment management services that help clients create portfolios that are designed to generate income and yield returns that will help them reach their financial goals. Overall, Endurance Wealth Management is a valuable resource for anyone living in Bristol County, RI who is seeking expert financial advice and guidance.

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

Services Offered by Endurance 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 Endurance 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)
Other
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

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 Owen Building, 101 Dyer St, Providence, RI 02903, USA
Phone (401) 854-0993
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 101 DYER STREET 4TH FLOOR, PROVIDENCE, RI 02903-7104, United States

This firm has no other locations.

State Registrations

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

  • California
  • Colorado
  • Connecticut
  • Florida
  • Illinois
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Montana
  • New Hampshire
  • New Jersey
  • New York
  • Pennsylvania
  • Rhode Island
  • Texas
  • Virginia

Disciplinary History

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