|Operations||MAS Financial Advisers Licence no. 100066-1|
|Methodology||Globally diversified core investment portfolios that target the proven sources of returns at a low cost, executed through best-in-class global asset managers, such as PIMCO and Dimensional.|
|Fees||All-in flat fee of 0.25% to 0.60% p.a. based on clients assets under advice.|
|Minimum||$10,000 initial investment / $100 monthly|
Endowus is a sophisticated, digital-first independent financial advisor with a focus on advancing the human experience of money. The partners set up Endowus to institutional-quality financial products at the lowest cost possible to individual investors in order to help them secure their financial future.
The investment office is led by Sam Rhee, previously CEO and Chief Investment Officer at Morgan Stanley Investment Management.
Endowus's proprietary institutional process enables every client to have a globally diversified core investment portfolio that is:
The company utilises funds from global fund managers, such as PIMCO and Dimensional, with real, long-term proven track records at a fraction of what the industry average costs.
The current minimum amount for investment is $10,000.
Endowus also charges an all-in flat fee of 0.25% to 0.60%.