Advisor at Endress Capital Management, L.L.C.
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Firm
Endress Capital Management, L.L.C.
Location
Evansville, IN
Credentials
Series 63, Series 66
Industry experience
15 years
Michael Endress is the sole advisor at Endress Capital Management, L.L.C. in Evansville, IN, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has led his independent firm since 2009. Outside of his financial advisory work, he sells comic books online in his spare time. Endress Capital Management provides discretionary and non-discretionary financial planning and investment management services to individuals, businesses, churches, and non-profit organizations. The firm employs a primarily passive investment approach using ETFs and mutual funds, supplemented by selective individual security choices, and offers ongoing educational and engagement activities tailored to its client base.
Based on Endress Capital Management, L.L.C.
Based on Endress Capital Management, L.L.C.
Flat fees may be charged on a case-by-case basis, negotiated per client contract
Negotiable percentage-based fee assessed quarterly (e.g., 1% annually equals 0.25% per quarter)
Hourly fees may be charged on a case-by-case basis, negotiated per client contract
Evansville, IN
Indiana
Endress Capital Management
2009 - Present (17 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
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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