We Are Endeavor Advisors
Here's our story.
Everyone’s financial journey is unique, and traditional advice doesn’t always lead to the life you want. Conventional wisdom suggests that hard work and saving are the keys to success, but this isn’t always true. I learned this firsthand when I saw my family, and many others, suffer during a severe financial crisis despite their best efforts. This experience fueled my passion for financial planning and a commitment to finding better ways to protect families from financial hardships.
At Endeavor Advisors, we focus on personalized strategies that go beyond the ordinary. With a team that shares my values, I’m confident we can make a meaningful impact in the communities we serve.
—Charles Luong
We’re all about giving you advice that’s clear, straightforward, and always in your best interest. No commissions, no conflicts—just real help tailored to your needs. Challenges are just part of the journey, and with a bit of planning, you can tackle them confidently. Take a look at the scenarios you might face and the solutions we’ve got ready for you.
Frequently Asked Questions
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We work with people looking to delegate their critical planning and investment needs on an ongoing basis. Our services include investment management, financial planning, tax strategy, tax preparation, and estate planning. We charge a blended fee that’s a percentage of the value of the investments we manage.
We charge a minimum planning fee of $3,000 per year.
Our fee structure is:
— 1% on the first $1,000,000 we manage
— 0.75% on amounts between $1,000,000 and $3,000,000
— 0.50% on amounts between $3,000,000 and $10,000,000
— 0.25% on amounts above $10,000,000
We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.
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Your CPA does a great job accounting for last year's financials, but they often don't focus on minimizing your future tax liability.
At Endeavor Advisors, we provide a comprehensive view and offer strategies to optimize your spending and savings for tax efficiency. You, or your CPA, will still handle filing your tax return.
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Our mission is to maximize the value you get from your money. To achieve this, we aim to handle as much of the planning for you as possible. We assist clients with:
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Retirement planning
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Investment management
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Tax planning
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Estate planning
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Insurance review
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Cash flow planning
And everything else necessary to ensure you feel both secure and enthusiastic about your financial future!
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We are an independent registered investment advisor, allowing us the freedom to recommend the best products and strategies tailored to your unique situation. As fiduciaries, we are legally obligated to prioritize your best interests—something we naturally do. Though based in Southern California, we primarily serve clients remotely across the United States.
To start, we’ll have multiple meetings and continue with at least two review meetings annually. Between these sessions, you’ll receive weekly educational content through emails, videos, and podcasts.
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We work with individuals from all walks of life. However, to remain sustainable as a business, we must receive fair compensation. Our ideal clients are those who have achieved a certain level of success, typically with a portfolio of at least $500,000. They’ve done an excellent job of saving and now seek expert guidance to optimize their wealth without the burden of managing it all themselves.
If we’re unable to work together, we will gladly assist with any questions you have and direct you to someone who can help. Please feel free to reach out today to explore what’s possible.
Leave it to us.
Discover how your team will help align your wealth, passions, and purpose. Get started by booking an appointment. We can't wait to meet you!