Advisor Fee Schedule
Endaoment uses simple, one-time donation and grant fees instead of the ongoing asset-based charges that traditional DAF providers use. Certain managed and specialty portfolios carry a modest annual platform fee. This means more of your clients’ charitable dollars reach nonprofits.Our Fee Structure
Donation Fees (One-Time)
Fees decrease as donation volume increases:Grant Fees
1.0% on all grant disbursements to nonprofitsInvestment Fees
- Endaoment Portfolios: No Endaoment fee — only underlying brokerage expense ratios for traditional asset portfolios; self-custodied crypto portfolios are fee-free
- Advisor-Managed Portfolios (AMPs): 0.50% (50 bps) annual platform fee, plus your own management fees on top
- Sell-Over-Time, Illiquid & Alternative Asset Portfolios: 0.50%–1.00% (50–100 bps) annual platform fee depending on asset class and complexity
Additional Services
- Custom Portfolios: Setup fees may apply for complex strategies