Purelight Investment Advisors is a registered investment advisor founded in 2015 and based in Chicago, Illinois. Purelight provides discretionary portfolio management services to individual investors, trusts, estates, and charitable organizations. The firm bases its investment strategy on each client's specific goals, time horizon, and risk tolerance using fundamental and technical analysis. Purelight operates on a fee-only basis, charging an annual percentage fee based on the value of the portfolio being managed, and does not sell commissioned products or financial planning packages.
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 Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earnings, and total investment amount.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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