Purvis Investments provides investment advice tailored to individual client needs. They offer portfolio management services, where they create and manage investment portfolios based on your risk tolerance and investment objectives, primarily using mutual funds. Purvis Investments also offers a market timing service to help clients determine the strength and direction of the market.
Assets Under Management$1.3M
Clients20
Advisors1
Avg. per Client$64K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiable based on individual client circumstances. The fee for mutual fund accounts is 0.5% per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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