PureRetire provides personalized financial planning, investment management, and insurance services. The firm's comprehensive service, ConciergeAdviceSM, bundles financial planning, investment management, and insurance. Financial planning covers cash flow, education, retirement, insurance, and investment analysis. Investment management is discretionary, using ETFs, individual stocks, closed-end funds, and mutual funds. PureRetire is not accepting new clients as of February 19, 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 negotiable for accounts over $1M based on relationship, earnings capacity, additional assets, service levels, and negotiations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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