Advisor at Endowbridge Capital, LLC
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Firm
Endowbridge Capital, LLC
Location
Princeton, NJ 08540
Credentials
Series 63, Series 65
Industry experience
10 years
Michael Karris is the sole advisor at EndowBridge Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with EndowBridge Capital since 2013. EndowBridge Capital provides discretionary investment management and sub-advisory services primarily to institutional and nonprofit clients such as endowments, foundations, and pension plans. The firm offers balanced growth and income strategies implemented through transparent, low-cost ETF portfolios guided by a modern endowment investment approach.
Based on Endowbridge Capital, LLC
Financial consulting or research fees negotiable on a fixed fee basis
$0 - $10,000,000: 0.30% $10,000,000 - $50,000,000: 0.20% $50,000,000+: 0.10%
Financial consulting or research fees negotiable on a fixed fee basis; typically half due upon signing and balance upon presentation of recommendations
Account minimum: $1,000,000
707 Alexander Road, Suite 208
Princeton, NJ 08540
New Jersey
Endowbridge Capital
2013 - Present (13 years)
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