Purkiss Capital Advisors provides financial planning, consulting, and investment management services to individuals and other entities. They manage investments using mutual funds, exchange traded funds (ETFs), and individual stocks and bonds. Purkiss Capital also offers account aggregation services through a third-party vendor, ByAll, to provide recommendations based on the totality of a client’s investments. Consulting services are also available for a one-time portfolio review.
Assets Under Management$840M
Clients409
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable at Purkiss Capital's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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