George Ferrel is a registered investment advisor at Purefi Wealth, LLC, based in Boston, MA, with 7 years of industry experience. George 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.
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George is an investor in Nautilus Boston LLC and Wooden Leg LLC, both restaurant businesses. He receives passive income from these investments and spends no time on them.
Employment History
Current Registrations
Purefi Wealth, LLC
Previous Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations1 state
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.