Our Services Endeavor Private Wealth, Inc. (“Endeavor Private Wealth”) is a registered investment adviser that provides investment management and financial advisory services to individual investors to help them achieve their financial needs and goals. Endeavor Private Wealth is solely owned by Chris McGee and has been a registered investment adviser since 2021. Our firm takes pride in providing personalized service to our clients and acknowledges that it is held to a fiduciary standard of care. Endeavor Private Wealth offers portfolio management services through a wrap fee program. A bundled or “wrap fee” program is an advisory fee program under which you pay one bundled fee to compensate Endeavor Private Wealth for portfolio management and trade execution. A wrap fee program may not be the lowest cost option if you would like to restrict your investments to open-end mutual funds or other long-term investment products. Please refer to our Form ADV Part 2A for additional details on the use of Independent Managers and iCapital Marketplace. Fees and Compensation Endeavor Private Wealth offers investment and wealth management services for an annual fee based on the amount of assets under the firm’s management. Fees are generally billed in advance each calendar quarter based on the market value of the assets under management/advisement on the last day of the previous calendar quarter, with the exception of fee-based annuities, which are generally billed in arrears based on the average daily balance of the account. Endeavor Private Wealth, in our sole discretion, may waive the annual fee based upon certain criteria, including, but not limited to, anticipated future earning capacity and/or additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client relationships, account retention, and pro bono activities. For investment and wealth management services Endeavor Private Wealth provides to certain clients or for specific client holdings (e.g., held-away assets, 529 plans, etc.), we may negotiate a fee rate that differs from our standard fee schedule. Fees for advisory services are charged either according to our graduated fee schedule or a flat rate fee and range up to 1.25% annually. The maximum graduated fee schedule applied to accounts is as follows: Assets Under Management Maximum Annual Advisory Fee $0 - $500,000 1.25% $500,000.01 - $1,000,000 1.15% $1,000,000.01 - $5,000,000 1.05% $5,000,000.01 - $10,000,000 0.95% Above $10,000,000 Negotiable This fee schedule may be based on cumulative billable household assets under management. However, certain ERISA rules prevent householding corporate plans with personal assets for fee reductions. Existing clients will be grandfathered and charged according to their existing fee rate. You should refer to your investment management agreement with Endeavor Private Wealth for your specific fee rate(s). Selection of Independent Managers Fees for Independent Managers are set forth by the Independent Manager and can be in addition to Endeavor Private Wealth’s fees. You should refer to the Independent Manager’s investment management agreement and Form ADV Part 2A Brochure for information on their fees and compensation. Programs Offered Through Wells Fargo Fees for advisory programs offered through Wells

Fargo are inclusive of Endeavor Private Wealth’s and Wells Fargo’s advisory fees and are as follows: Program Program Type Maximum Annual Advisory Fee Personalized Unified Managed Account Unified Managed Account 1.25% FundSource® Mutual Fund Advisory Program 1.25% Wells Fargo will calculate and directly debit advisory fees from the clients’ accounts for assets within their programs. Programs Offered Through Adhesion Fees for the programs available through Adhesion are inclusive of Endeavor Private Wealth’s advisory fees, the third-party asset manager’s advisory fees and Adhesion’s overlay/platform fee. You should refer to your investment management agreement for your specific fee rate(s). Sub-advisory Services For certain clients, Endeavor Private Wealth utilizes Waterfront as sub-adviser to manage all or a portion of the client’s account. Waterfront does not require clients sign a separate investment management agreement for management services. Costs of Our Program Fees for our portfolio management services may be higher than fees charged by other advisers who sponsor similar programs, or if you paid separately for investment advice and other services. Fees for our wrap fee program include clearing and custodial costs and our portfolio management fee. You may be charged different fees than similarly situated clients for the same services. Your specific wrap fee is described in your investment management agreement. You should carefully review this brochure to understand the fees and other sources of compensation we receive prior to entering into an investment advisory contract with our firm. Other Types of Fees You May Incur Clients may incur certain charges imposed by custodians, brokers, third-party investments and other third parties, such as fees charged by Independent Managers, custodial fees, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Decisions to reallocate your account assets may result in you incurring a redemption fee imposed by one or more mutual funds held in your account. Mutual funds, exchange traded funds and fee-based annuities also charge internal management fees, which are disclosed in the product’s prospectus. Such charges, fees and commissions are exclusive of and in addition to Endeavor Private Wealth’ fee. Endeavor Private Wealth shall not receive any portion of these commissions, fees, and costs, including any distribution or “12b-1” fees paid by the mutual funds in which your account assets are invested. Our Compensation for Your Participation in the Program Endeavor Private Wealth generally acts as both the sponsor and portfolio manager of the wrap fee program but may engage a third-party money manager to act as portfolio for all or a portion of an account. This means we receive compensation as a result of your participation in the program, which gives us an incentive to recommend the program over other programs or services. The amount of this compensation may be more than what we would receive if you paid separately for investment advice, brokerage, and other services. We encourage you to consider your anticipated level of trading activity and compare the costs you may incur in the program versus an unbundled portfolio management program.