ENDURE Retirement LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,062,402
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
22
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$2,048,291
About
ENDURE Retirement LLC provides retirement plan consulting and non-discretionary investment advisory and wealth management services to employer plan sponsors—specifically pension and profit-sharing plans—and to individual clients. Its services include ERISA 3(21) investment advice, platform selection and monitoring, benchmarking of plan fees, and participant education materials and workshops.
The firm operates primarily on a non-discretionary basis, delivering recommendations that plan fiduciaries or individual clients approve before implementation and generally using mutual funds available on bundled Platforms or an IRA Platform (including American Funds) to construct diversified, long-term allocations. For plan clients ENDURE performs platform due diligence, ongoing monitoring of investment options, liaison work with third-party administrators and service providers, and periodic reviews of plan investments and costs.
Compared with many independent, solo advisers, ENDURE emphasizes pension and profit-sharing plan work and provides regular participant workshops and pension-consulting services—activities that are statistically uncommon for firms in this category. The practice is small and focused (about $45 million in primarily non-discretionary AUM across roughly 22 clients), and the firm’s principal holds a Chartered Retirement Plan Specialist designation and an insurance license, supporting its plan-level advisory focus.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Fixed fees range from $8,000 to $100,000, billed in arrears at intervals determined by parties
$0+: 0.05% – 1% (retirement plan consulting asset-based fees, charged monthly or quarterly in arrears) $0+: 0.01% – 0.15% (ERISA 3(21) investment advisory annual asset-based fee, charged monthly or quarterly in arrears) $0+: Up to 2% annually (Wealth Management for American Funds® family of funds, asset-based fee charged quarterly in arrears) $0+: Up to 1% annually (Wealth Management for IRA Platform, asset-based fee charged monthly in arrears)
$250 - $350 per hour, billed in arrears
Minimum fee: Fixed fees range from $8,000 to $100,000 for retirement plan consulting services Fee-only: Fees are negotiable; fees may be a combination of hourly, fixed, and asset-based fees; no commissions received
Main office location
ENDURE Retirement LLC
1600 Ne Loop 410, Suite 217
San Antonio TX 78209, United States
Number of offices
2
Most active in
ENDURE Retirement LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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