PureRetire provides personalized financial planning, investment management, and insurance reviews for individuals, trusts, and estates. Founded in 2005 and led by Brian D’Aprile, the firm offers an all-inclusive service package called ConciergeAdvice, which bundles cash flow planning, education funding, retirement planning, insurance analysis, and discretionary investment management. PureRetire builds customized investment portfolios primarily using exchange-traded funds, mutual funds, and individual stocks. Note that PureRetire stopped accepting new clients in February 2022.
Assets Under Management$17M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.24% |
| $500K - $1.0M | 0.84% |
| $1M+ | 0.74% |
Fees for amounts over $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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