Endowment Wealth Management- Financial Advisor Appleton, WI

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About Endowment Wealth Management

Endowment Wealth Management is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided holistic "Fee-Only Fiduciary" family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy. EWM's professional team has over 100 plus years of experience and works together to generate a detailed Family Wealth Plan, which is written in plain English! We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs. EWM currently has six offices and serves clients in 21 states. We provide every client with real-time access to our digital wealth portal and secured vault technologies.

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General Information

Firm Start Year

2013

No. of Employees

10-19

automated call

Firm CRD#

108652

Name of Custodial Firm

Fidelity Investments

Work with the following types of clients

Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®, CPA, AWMA^®, CAIA^®

Securities Licenses

Series 65, Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$320,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

None

Compensation Methods

Based on Assets

Additional Details on Charges

Fee % varies based on amount of assets managed.

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891342/paladinregistry-Endowment-Wealth-Management-detailed-disclosure.html

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Paladin Research Report For:

Endowment Wealth Management