Pure Portfolios provides investment, financial planning, and consulting services, including wealth management and retirement plan consulting. They allocate client assets using in-house stock models among exchange-traded funds (ETFs) and individual stock and bond holdings. Pure Portfolios tailors its advisory services to meet the needs of its individual clients and seeks to ensure client portfolios are managed in a manner consistent with those needs and objectives.
Fee Structure
Pure Portfolios offers wealth management services, including financial planning, consulting, and investment management, for an annual fee based on the amount of your portfolio. The management fee generally varies between 0.40% and 1.00%, depending on the size and composition of your portfolio and the type of services rendered. For clients with at least $1,000,000 of assets under management, a performance-based adjustment to the advisory fee may be applicable.