TrueAdvisor
TrueAdvisor
JP
JP

Jerry Purvis

Maripau Wealth Management LLC
1 Year of Experience
Peachtree City, GA
Sells Insurance
View SEC Summary
View SEC Summary

Jerry Purvis is a registered investment advisor at Maripau Wealth Management LLC, based in Peachtree City, GA, with 1 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,064 clients with $360M in assets under management.

Maripau Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,064 clients
Average Client Portfolio
$342K average
Assets Under Management
$363.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual asset-based fees typically range between 1.00% and 2.00% per year. Fees are negotiable and depend on account complexity, investment strategy, asset level, and financial planning scope.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

403 Westpark Ct., Suite 210, Peachtree City, GA, 30269

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jerry works full-time as an Injury Claims Examiner for GEICO Insurance Company since 1998. He also holds an insurance license through Melton & Company since 2022, offering life and annuity products to clients and prospective clients, dedicating about 40% of his time to this activity.

Employment History
Current Registrations
Maripau Wealth Management LLC
October 2024 - Present · 2 yrs
State Registrations1 state
GA
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.
More Advisors
More financial advisors in Peachtree City, GA →All financial advisors in Georgia →