Steven Thorpe is a registered investment advisor at Pragmatic Portfolios, LLC, based in Durham, NC, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pragmatic Portfolios charges a flat annual fee for ongoing portfolio advice and management:
- For individuals: $1,800 startup fee, then $2,400 per year, paid quarterly.
- For married couples/domestic partners or businesses: $2,400 startup fee, then $3,000 per year, paid quarterly.
Alternatively, you can pay an hourly rate of $200/hour.
Location
Durham, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pragmatic Portfolios, LLC
State Registrations1 state
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