PureVest offers financial planning and investment advisory services to individuals, high-net-worth individuals, businesses, and financial institutions. Investment strategies are tailored to each client's goals, risk tolerance, and time horizon. PureVest offers both discretionary and non-discretionary authority. The firm's services include investment strategy, asset allocation, risk tolerance assessment, personal investment policy creation, asset selection, and regular portfolio monitoring.
Fee Structure
PureVest charges a monthly fee for managing your investments, either in advance or after the month ends, based on the value of your portfolio. The fee will generally not exceed 2.5% per year, but could be higher depending on the complexity and time required. This fee does not include brokerage fees or other transaction costs. If you end your advisory agreement before the end of a billing cycle, you'll receive a refund for the unused portion of the fee.