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Advisor Fee Schedule

This is the advisor-facing view of the Endaoment App fee schedule (self-serve donors and advisors), the same canonical numbers as the donor fee schedule. Use this for client conversations. Do not apply these one-time admin fee claims to embedded or AUM-based partner programs. Endaoment uses one-time donation and grant administrative fees. Your own advisory fee, if any, is disclosed separately. T+N means traditional brokerage/custody portfolios that settle on a trade-date-plus-N-business-days rail.

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Donation fees (one-time, tiered)

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Grant fees

1.0% one-time on grant disbursements to nonprofits. Direct org-page gifts (donation + grant in one step) are 1.5%.

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Portfolio costs

Details: investment portfolios and Advisor-Managed Portfolios.

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Claim scoping

Endaoment API access pricing is contracted separately. It is not an extra line on the App fee schedule. Transactional gifts and grants from another product still follow this App donation and grant schedule unless a different arrangement is contracted. Auto-SMA, custodial, or advisor-managed DAF books use a different AUM product lane. Contact advisors@endaoment.org for those programs.

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Getting started

Contact: advisors@endaoment.org We’ll help you walk clients through the schedule and compare against recurring annual admin models at traditional providers.