Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
177 clients
Average Client Portfolio
$569K average
Assets Under Management
$100.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2625 Whitmore St. Ste. 121, Fort Worth, TX, 76107
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an insurance agent at Purewater Risk Management LLC, selling insurance products since 2020. This takes a few hours per week, including time during trading hours.
Employment History
Current Registrations
Purewater Capital, LLC
February 2013 - Present · 13 yrs 1 mo
Previous Registrations
Woodbury Financial Services, INC.
March 2019 - June 2019 · 3 mos
AXA Advisors, LLC
January 2012 - January 2013 · 1 yr
State Registrations3 states
FLNETX
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.