PUREfi Wealth offers investment advice and portfolio management to individuals and other clients. They provide financial planning and consulting services covering areas like business planning, retirement, and estate planning. PUREfi Wealth may recommend third-party money managers and uses Pontera to manage assets held away at other custodians.
Assets Under Management$260M
Clients83
Advisors9
Avg. per Client$3.2M
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
PUREfi Wealth's maximum annual fee for portfolio management is 1.50%. Fees are billed quarterly in advance, based on the account value at the end of the previous quarter. Adjustments are made for deposits and withdrawals exceeding $50,000. Fees are negotiable and may be reduced by combining account values of family members in the same household.
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