Paul Simons is a registered investment advisor at Purefi Wealth, LLC, based in Boston, MA, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 83 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PUREfi Wealth's maximum annual fee for portfolio management is 1.50%. Fees are billed quarterly in advance, based on the account value at the end of the previous quarter. Adjustments are made for deposits and withdrawals exceeding $50,000. Fees are negotiable and may be reduced by combining account values of family members in the same household.
Location
10 Post Office Square, Suite 710, Boston, MA, 02109
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Regulatory History
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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Paul works as an advisor for Centsai Inc., providing financial education and literacy guidance. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Purefi Wealth, LLC
Previous Registrations
Seaport Global Securities LLCBroker
Ditto Trade, INC.Broker
Credit Suisse Securities (USA) LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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