Purewater Capital, LLC
Assets Under Management
$100.7M
Number of Clients
177
Number of Advisors
4
Avg. Portfolio per Client
$569K
Avg. Managed per Advisor
$25.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Purewater Capital, LLC is a registered investment advisory firm that offers asset management and financial planning services. For asset management, Purewater manages custodial accounts and provides ongoing supervision, investing in stocks, bonds, mutual funds, ETFs, REITs, and options. Purewater also offers financial planning and consulting services, helping clients with financial goals, tax planning, asset allocation, risk management, and retirement planning. Purewater may recommend third-party money managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Areas of Practice
Location
2625 Whitmore St. Ste. 121, Fort Worth, TX, 76107