Firm Information

Compensation
Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Endeavour Investment Partners contracts with Asset Managers, and any fees paid to Endeavour are paid by the Asset Manager. Investors are not charged any additional fees for any expenses incurred by Endeavour, nor do Endeavour’s fees increase the fees charged to the investor by the Asset Manager. Endeavour receives a fixed consulting fee, usually ranging from $120,000 to $240,000 per year. In addition, Endeavour receives a share of the manager's management fee, usually ranging from 15% to 25% of the management fees paid by the Advisory Client to the Asset Manager.

Areas of Practice
High Net Worth
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Advisor Information

Office location

94 Station Street, Hingham, MA, 02043

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Patrick is a managing partner at Endeavour Investment Partners, LLC, since 2006, where he focuses on marketing and consulting for investment managers and sales to intermediaries and institutional consultants. This activity takes nearly full-time hours.

Employment History
Current Registrations
Endeavour Investment Partners, LLC
November 2008 - Present · 17 yrs 2 mos
Investment Planners, INC.
October 2008 - Present · 17 yrs 3 mos
Investment Planners, INC.Broker
October 2008 - Present · 17 yrs 3 mos
Previous Registrations
Foreside Fund Services, LLCBroker
December 2006 - July 2007 · 7 mos
Century Capital Management INC
March 2003 - April 2004 · 1 yr 1 mo
Foreside Fund Services, LLCBroker
October 2000 - July 2006 · 5 yrs 9 mos
Fidelity Brokerage Services, INC.Broker
October 1998 - October 1999 · 1 yr
Gt Global, INC.Broker
October 1993 - December 1997 · 4 yrs 2 mos
Invest Financial CorporationBroker
January 1993 - September 1993 · 8 mos
American Express Financial Advisors INC. Broker
August 1989 - January 1993 · 3 yrs 5 mos
Ids Life Insurance CompanyBroker
August 1989 - January 1993 · 3 yrs 5 mos
State Registrations3 states
CAMANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.