Advisor at Endeavor Wealth Advisors, LLC
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Firm
Endeavor Wealth Advisors, LLC
Location
Pepper Pike, OH 44122
Credentials
CFP®, Series 65
Industry experience
18 years
Kara Downing is a CFP® and holds a Series 65 license, with 18 years of experience in the financial industry. She has worked at Endeavor Wealth Advisors, LLC since 2019 and concurrently at Younity Wealth Partners, LLC since 2016. Endeavor Wealth Advisors serves individuals, couples, families, trusts, and employer plan sponsors, focusing on discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs a predominantly long-term, diversified investment approach and offers retirement plan consulting that includes participant education on cash flow, retirement planning, investment research, and tax considerations.
Based on Endeavor Wealth Advisors, LLC
Based on Endeavor Wealth Advisors, LLC
Based on Endeavor Wealth Advisors, LLC
Flat project fees for financial planning; minimum $2,500
$0 - $500,000: 1.25% of Total Assets annually $500,001 - $1,000,000: 1.00% of Total Assets annually $1,000,001 - $2,000,000: 0.95% of Total Assets annually $2,000,001 - $3,000,000: 0.85% of Total Assets annually $3,000,000 - $5,000,000: 0.80% of Total Assets annually $5,000,000 - $7,000,000: 0.75% of Total Assets annually $7,000,001+: Negotiated
$300 per hour for financial planning services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee, may be waived at Firm's discretion Fee-only: Fee-only advisor; does not accept commissions or other compensation
29525 Chagrin Blvd., Suite 300
Pepper Pike, OH 44122
Ohio
Endeavor Wealth Advisors, LLC
2019 - Present (7 years)
Younity Wealth Partners, LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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