Pure Wealth Management offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. Investment advice is provided with the client making the final decision. Pure Wealth Management places trades for clients under a limited power of attorney.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fee schedule is for Equity/Balanced Portfolios. Fixed Income Portfolio fees are: Up to $1,000,000: 0.40%, $1,000,001 to $3,000,000: 0.30%, Over $3,000,000: 0.20%. Cash/CDs (non-profit and corporate cash accounts) Fee Schedule: Up to $1,000,000: 0.20%, $1,000,001 to $3,000,000: 0.15%, Over $3,000,000: 0.10%. Current client relationships may exist where the fees are higher or lower than the fee schedule above.