Purelight Investment Advisors LLC

Fee-Only (% of Portfolio)

Purelight Investment Advisors LLC is a fee-only firm that provides asset management services. Purelight determines investment strategies based on individual client goals, time horizons, objectives, and risk tolerance. Clients may impose restrictions on investing in certain securities. Purelight does not act as a custodian of client assets.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and may be reduced at Purelight's discretion based on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Purelight Investment Advisors LLC | TrueAdvisor