Advisor at Endeavor Wealth Advisors, LLC
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Firm
Endeavor Wealth Advisors, LLC
Location
Pepper Pike, OH 44122
Credentials
CFP®
Industry experience
25 years
Molly Balunek is a CFP® professional with 25 years of industry experience. She has been with Endeavor Wealth Advisors, LLC since 2019 and also maintains a role at Laurel Tree Advisors, LLC. Outside of her advisory work, she serves as a board member of the Validation Training Institute, Inc., a 501(c)(3) charity focused on improving communication with older adults experiencing memory loss. Endeavor Wealth Advisors serves individuals, families, trusts, and employer plan sponsors, offering investment management, financial planning, and consulting services. The firm employs a predominantly long-term, diversified investment approach and provides specialized retirement plan education as part of its consulting offerings.
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)
Laurel Tree Advisors, LLC
2013 - Present (13 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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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
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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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