Purpose Driven Wealth Advisors offers investment management and financial planning services to individuals, high-net-worth individuals, and business entities. The firm provides both discretionary management, where they make trades on your behalf without asking each time, and non-discretionary management, where they get your approval before every trade. They also offer third-party investment management platforms and comprehensive financial planning covering cash flow, retirement strategies, risk management, tax reduction, and estate preservation. Purpose Driven Wealth Advisors uses fundamental, technical, charting, and cyclical analysis to build customized investment portfolios tailored to each client's specific goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Flat rate/breakpoint fee schedule where the entire portfolio is charged the same asset management fee. Fees are negotiable based on historical relationship, account composition, and asset amounts.