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Brian D'aprile

15 Years of Experience
Northville, MI
Sells Insurance

Brian D'aprile is a registered investment advisor at Pureretire LLC, based in Northville, MI, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$17.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.24%
$500K - $1.0M0.84%
$1M+0.74%

Fees negotiable for accounts over $1M based on relationship, earnings capacity, additional assets, service levels, and negotiations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Northville, MI

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Brian is the portfolio manager and handles investment decisions and financial planning as a managing partner at PureRetire LLC, a registered investment advisory firm, dedicating about half his time. Brian is also the managing member and insurance agent at WealthStrategies Insurance Services, LLC, offering mainly annuities and life insurance, spending a few hours per week.

Employment History
Current Registrations
Pureretire LLC
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Glide Path Advisors LLC
March 2010 - March 2022 · 12 yrs
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brian D'aprile - Financial Advisor | TrueAdvisor