Purewater Capital is a registered investment advisor located in Fort Worth, Texas. The firm provides discretionary asset management, financial planning and consulting, retirement plan consulting, and third-party money management recommendations. Purewater Capital constructs investment portfolios using stocks, bonds, exchange-traded funds, mutual funds, real estate investment trusts, and options, tailored to each client's specific financial situation and risk tolerance. The firm also offers access to commission-free insurance consultation services through a partnership with DPL Financial Partners. Purewater Capital emphasizes a long-term approach to investing, utilizing fundamental and technical analysis, and acts as a fiduciary obligated to put clients' best interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and charged up to 2.00% annually based on total assets under management.