PurePath Wealth Management provides ongoing portfolio management based on clients' goals and risk tolerance. They create an investment policy statement for each client. They also offer financial planning, including investment, income, retirement, and college planning. PurePath Wealth Management may direct clients to third-party investment advisors.
Assets Under Management$32M
Clients173
AdvisorsN/A
Avg. per Client$190K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable in rare circumstances. Illiquid investments will be charged a PurePath Wealth Management advisory fee of up to 2.00% in year one, 1.00% for years 2-5, while held in the clients account for 5 years. PurePath Wealth Management's advisory fee will not be charged after the 5th year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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