Purtill Financial LLC is a fee-only financial advisory firm specializing in portfolio management, financial planning, tax planning, and retirement planning. Purtill Financial works with clients to understand their risk tolerance and makes investment recommendations with the client’s goals in mind. The firm manages investment accounts held at brokerage firms and employer retirement accounts, as well as 529 college savings plans.
Assets Under Management$190M
Clients171
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
0.4% for 529 college savings plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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